Matters of Interest
Get the latest financial industry news - with Sue's personal touch.
SUE'S VIEWS
I’m surprised at how busy things have been lately. The economic climate is still quite challenging, but our phones never seem to stop ringing.
As Registered Financial Advisers , we’re all about doing the right thing for our clients. A big part of that is making sure you don’t pay a dollar more than absolutely necessary.
Given the choice, most of us would opt for a loan agreement that trims thousands
of dollars from repayments.
Even with the best will in the world, I sometimes feel that personal finances can be like a sieve or a leaky bucket.
MORTGAGE NEWS
A lot of clients ask us this question. We understand why they want to know, because there’s a lot at stake.
As Financial Advisers, we’re here to help you get the mortgage you need for the property you want.
The reason is simple. Something you may not think is important could actually matter a lot. It could save (or cost) you thousands of dollars.
You might have heard a lot of noise in the media recently about changes to
lending rules.
INSURANCE NEWS
I realise that an email from your Financial Adviser might not be the most exciting thing in your inbox. But bear with us, because we’re trying to do the right thing by you.
Here’s a tip that might come in handy: Get your phone out, open the camera, and video any possession that you might need to claim on your insurance one day.
Cutting costs is a smart move. Cancelling your insurance probably isn’t.
A lot of people believe that insurers will do anything to avoid paying out a claim. They imagine all sorts of traps in the small print, designed to leave you hanging. This has not been my experience.