COVID in Australia Late April 2020

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It now seems clear that Australia and New Zealand are soon going to have effective control over COVID-19 within our borders. In my own state of South Australia, we have now had five straight days of zero new cases. Our government is proceeding slowly and with an abundance of caution. It does seem though that many restrictions, starting with intra …

COVID-19 and Your Investments

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I am writing this on 20 March 2020, seemingly in the heart of this financial crisis. Many are wondering what to do with their investments at this time. This is my general opinion only and should only be treated as general advice. Your circumstances may differ. If you have an investment that is linked to the movement of the share …

Regional Loan Security Reform

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Recently we have become very aware of the lack of competition in regional Australia for loans. (Disclosure: we own property in regional Australia.) If one looks at a regional town like Burra, a charming town of about 1,000 north of Adelaide, many lenders will not grant any security values to properties there. So, in a town like Burra, most of …

Money Magazine Feb 2020 Ask the Expert

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Recently Steve was asked to contribute to the next issue of Money Magazine. The final article will appear in next weeks February 2020 issue of Money Magazine. In the meantime, we thought we would share with you the case study and our response to it. NAME: Kelly and Dean STATUS: Home owners who have just bought an investment property. QUESTIONS: …

Pressure Cooker Savings

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Well it is definitely winter now, and so one’s thoughts turn to your slow cooker, right? If they do I would like to recommend to you the Pressure Cooker. I bought mine some time ago (I got this bad boy from K Mart. The current version has different options but can be picked up for just $59 at the moment). …

Glenys Cook: Putting Clients in the Sweet Spot

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Glenys Cook knows firsthand the importance of a good insurance policy. A few weeks before she was diagnosed with breast cancer, she cancelled her critical illness insurance on a whim. “I thought, ‘Oh, I don’t need that,’ ” Cook says. “I still kick myself for cancelling it.” Cook’s was a particularly aggressive form of cancer, and her medication, which wasn’t …