Why do I need a financial plan?

Posted on August 14th, 2010 by admin

In the modern world, financial markets are becoming increasingly complex. As a result, the best and safest approach to investing is to seek the advice of a qualified professional. At Mobile Taxation Corporate we have chosen to become an Authorised Count Financial Planner.
By discussing your financial and lifestyle goals with us, together we can [...]

Spotlight on Super

Posted on August 7th, 2010 by admin

The Cooper Review – what it means for you
The Government has released the final report from the Cooper Review – the review into Australia’s superannuation system.
The Cooper Review makes 177 recommendations aimed at making superannuation simpler, safer and more efficient. At this stage they are only recommendations, the Government is yet to determine which recommendations [...]

Build Three Pools Of Wealth

Posted on July 27th, 2010 by admin

To enjoy financial security and the freedom to afford choices in life, you need to build yourself 3 pools of wealth that provide a growing income stream and therefore rise in capital value.
Peace of Mind Wealth Pool
This is money that is easily accessible for emergencies and planned short-term expenses. Ideally you should have around six [...]

Ten Simple Rules For Successful Investing

Posted on July 7th, 2010 by admin

Rule 1: Goal setting
Rule 2: Pay yourself first
Rule 3: Make your saving automatic
Rule 4: Get compounding on your side
Rule 5: Understand and control investment risk
Rule 6: Diversify your investments
Rule 7: Pay less tax
Rule 8: Don’t try to time the market
Rule 9: Good debt versus bad debt
Rule 10: Stay on track
Rule 1: Goal Setting
Goal setting is [...]

Do you know what cover you have?

Posted on June 21st, 2010 by admin

Wealth protection is an essential part of every financial plan. What would happen if you were injured, fell ill or died? Without income protection, trauma, life and TPD insurance, any wealth you’ve built up can rapidly erode as a result of an accident or illness.
One of the reasons many Australian’s do not take out adequate [...]

Tax Strategies To Create Wealth

Posted on June 21st, 2010 by admin

With the end of the financial year soon upon us, now is a great time to look at the different measures you can take in the lead up to 30 June to improve your financial situation.
Below we discuss some of the ways that you can take action and reap the rewards into the future.
1. Salary [...]