Archive for February, 2010

Zurich Economic Update

Friday, February 26th, 2010

I thought you may value viewing a short economic outlook video presented by Matthew Drennan, General Manager of Zurich Investments.

In just under six minutes, Matthew shares his views on the big questions around inflation, interest rates and the outlook for the Australian sharemarket. He also notes that whilst the world has negotiated the global financial crisis, the outlook for different economies varies quite markedly. Whilst Australia has fared well and may return to normal levels of economic activity, the USA is likely to continue with its bumpy ride as it deals with numerous deep seated issues.

To view the video, click the following link: http://www.zurich.com.au/audio/Matthew_Drennan_update_231109.wmv  

Where to from here?

If you would like to discuss the topics raised in this video or if you would like more information, speak to your financial adviser or contact Dan Smith of Plan 2 Prosper on 07 49265 570.

Dan Smith is self employed and is for many families their trusted Financial Planner based in Rockhampton. He has clients in various locations throughout Australia but predominately in Central Queensland and specifically the geographic area encompassed by the Rockhampton Regional Council.

This information is intended to only provide you with general information and, while the sources for the material are considered reliable, no responsibility is accepted for any inaccuracies, errors or omissions. Before making a decision based on this information, you must consider its appropriateness having regard to your objectives, financial situation and needs. We recommend you obtain professional financial advice specific to your circumstances.

Dan Smith and  Dancin Pty Ltd ABN 71 531 338 371 trading as Plan 2 Prosper are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749 trading as MLC Financial Planning, an Australian Financial Services Licensee, with its Registered Office at 105 – 153 Miller St, North Sydney NSW 2060

Bond – Investment Savings Bond

Tuesday, February 2nd, 2010

Saving for the future

  • Do you want to build your wealth and pay less tax?
  • Are you saving for your child or grandchild’s future?
  • Do you wish to retire earlier?

An investment bond can help you achieve your long-term goals tax-effectively.

Investment bonds provide you with an opportunity to build your wealth over the long term in a unique tax environment by investing in a range of investment options that are managed by professional fund managers. 

Dan Smith of Plan 2 Prosper says, “The great aspect about investment bonds is they suit a range of different investors: high income earners looking to minimise income tax or fund an early retirement, parents or grandparents wanting to save money for their children, or business owners wanting ownership flexibility and protection of their assets against the risk of bankruptcy.” (more…)