Life is a journey
- 2012 Federal Budget MLC analysis
- May 9th, 2012
Gemma Dale (Head of MLC Technical) has examined the Budget and has identified the key areas of interest from a financial planning perspective. View Gemma’s video here – Federal Budget Client Video . Download an MLC analysis of the 2012 Federal Budget here – 2012 Federal Budget client analysis – MLC branded.pdf – 103 KB [...]
- MLC Economic Update May 2012
- May 8th, 2012
In the latest economic update, Brian Parker explains what’s been happening in financial markets and how they have fared over the last month. He focuses on a few key topics: The slowdown of world sharemarkets in April, The Australian economy growing at below expectations causing the RBA to respond aggressively by cutting the cash rate [...]
- MLC Economic Update April 2012
- April 16th, 2012
In the latest economic update, Brian Parker explains what’s been happening in financial markets and how we have seen continued improvement, both locally and globally, since the beginning of the year. He focuses on a few key topics: What’s behind the recent strength in world share markets; What the global economic data have been telling [...]
- If the issues were easy, you wouldn’t need to seek advice
- February 24th, 2012
The issues which people seek advice from financial service providers are usually ambiguous, often interrelated, and sometime baffling. Advice is generally sought – to provide not only subject matter expertise, but also critical thinking coupled with a neutral perspective gained from multiple engagements dealing with very similar and also very different situations. Clearly identifying and [...]
- Keep your insurance going in tough times
- January 19th, 2012
During tough economic times, you may look for ways to cut your expenses. However, when reviewing your budget, insurance should be one of the last items examined. If the unthinkable were to happen and you didn’t have adequate insurance, the financial impact on you and your family could be quite dramatic. Regardless of whether you’re [...]
- Insurance inside your industry super fund – quality or just discount cover?
- December 13th, 2011
Many of us through our working life have had insurance through the super fund that our employer has organised as their default fund. Often these default funds are funds organised for employers in that particular industry or employees in that industry. Thus the term industry fund has become prevalent. Generally speaking industry funds offer two [...]
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Life is a Journey
If you have watched television or read a newspaper recently it's likely that you have come across someone telling you that having a financial plan is a great idea. And it's true !!
There's no doubt that financial planning can play a vital role in ensuring security and independence for your future lifestyle and the range and accessibility of financial services is now greater than ever. However, if you are like most people you scarcely have enough time to think about what's for dinner, let alone worrying about securing your financial future. So why not let someone else do the homework for you !!
We at Plan 2 Prosper, believe a sound financial plan has its foundations in simplicity and should therefore be free of unnecessary complexity. Whether you are starting a new job or retiring next year, the underlying fundamentals of financial planning (wealth creation, wealth protection & wealth succession) remain the same.
Sadly, our experience demonstrates that in the long run the laconic Aussie "She'll be right mate" just isn't true. Our experience indicates that people need to be doing more than planning to get by; planning to prosper is where the effort really needs to be. Don't just hope that tomorrow will be better than today, do something to make sure it is. To make the most of tomorrow, plan to make the most of what you have today.
Plan 2 Prosper is a successful Rockhampton based financial services business that provides advice and solutions which help people plan to prosper.
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Are you sick of your money burning a hole in your pocket each weekend? Can you recognise, that to make the most of tomorrow you need to make the most of what you have today? ... why not consider organising a group of friends to participate in an Educational Financial Forum
