Futureproof your Family

17-05-2018 | News

Life has a habit of throwing us curve balls. Every day in Australia 18 families lose a working parent and a chunk of their future income. That's a strong argument for protecting your loved ones with adequate life insurance.

Understanding your wants (and needs) in retirement

09-08-2017 | News

From golfing, to holidays, to spending more time with the grandkids, everyone’s retirement goals are different. It may sound obvious but before thinking how to spend your retirement money, considering your desired outcomes is the first step in deciding what you should do.

As financial planners, we spend considerable time understanding our clients’ objectives and order of priorities before answering the question of “how should I invest?”.

Investing With A Conscience

27-02-2017 | News

With ongoing media discussion about climate change & global warming, you might think that Ethical Investing is new to the world of investments.  Not so… Ethical Investing is an investment approach which takes into account considerations other than solely the financial return potential of particular investments.  An ethical investment might include, for instance, a decision to avoid investing in certain sectors such as...

Is that a driverless car in the fast lane?

08-11-2016 | News

Life as we knew it in the 80s and 90s is now ancient history. Today, digital devices in Australia have made the way we communicate, socialise, work and behave just about unrecognisable.

The fact is Aussies are so screen-obsessed that we’re walking and texting, talking and browsing, eating and researching, reading and driving—all at the same time...

Are grandparents giving too much?

08-11-2016 | News

For many Australian families the arrow of intergenerational help is pointing in a new direction. Not so long ago, it was the norm for adult children to lend a financial helping hand to their ageing parents. These days, the support is more likely to flow downwards, and grandparents are increasingly likely to provide financial support to their children – and even grandchildren...

Five ways to think about risk

05-05-2015 | News

If life is comfortable, let's be honest – change/risk won't be on the menu. For many of us, change is the equivalent of taking risks, which explains why so many dislike or fear change. Is stepping into the unknown and taking a risk desirable? It makes good financial sense to ask for specialist advice when it comes to money. Rest easy knowing that you’re not alone. Let us support you every step of the way.

Margin lending can lead to capital loss

01-05-2015 | News

The danger in times like these is that investors start thinking they'll last forever. If you've been late to the party or looking to turbocharge your returns, you might consider borrowing to buy shares by taking out a margin loan.

Taking time to talk things through with Joanne has been invaluable to me. I have found that all of your beautiful team is so willing to assist.

The most important issue for me is trust and integrity, by giving that, I can sleep at night.

Every time I speak to my adviser Monica, I find her helpful, attentive and very patient.

I feel confident that if I need advice I can call on you. Thank you.

Never any problems arranging a meeting at short notice. Prompt return of calls.

Have and would recommend Fenton & Associates to colleagues and friends.

We are very happy with the advice & support we receive from Joanne.

Extremely happy with Stuart. I trust him entirely as I know he is looking after me and my finances.

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