Wills Do You Need One
There are many reasons why everyone needs a will if they want to have control over how their assets are distributed should they die.
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Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances. Her software has been upgraded for use by Financial Advisers and organizations that want to provide Financial Literacy and digital financial planning tools for their clients or employees.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
When to Sell your Shares – Maybe it is just the “Wobbles”
It is normal for share prices to move through through cycles of upward and downward trends. Sometimes it is hard to decide if you should buy, sell or hold when share prices are falling.
Australian Investors Association
The Australian Investors Association is a great organization for like-minded investors. They organize regular monthly meetings and several conference each year.
Value.Able
For those who want a detailed explanation of how to invest in “Value Shares”, this is an excellent reference guide.
Budgeting for the New Financial Year
In this article, we share our top tips for budgeting for the new financial year, from creating a financial forecast to discussing money matters with your partner, setting savings goals, and using a budgeting app or financial planning tool. So the end of the financial year is over, phew! You’ve probably had a few celebratory…
