Lifestyle

By Noel Whittaker, Firstlinks. The new superannuation rules have been passed, but judging by the emails I am receiving, many of you are more confused than ever. One reader says, “It has been widely reported that from July 2017, superannuation contributions will be tax deductible to the limit of the concessional amount of $25,000. Does…

By Keith Abraham. Are you one of them? My definition of a Passionate Person is someone who is following their heart towards their goals and dreams. Click thumbnail to read more.  

By Noel Whittaker, firstlinks. John is one of the first baby boomers. Born in January 1946, he has just turned 69 and is living a full life in retirement. His career started in banking then moved to financial advising, so he is well experienced in the way the various asset classes work. He has been…

By Keith Abraham. Now more than ever before, you need to draw a line in the sand and forget about what has happened to you in the past. Click thumbnail to read more.  

By Jeremy Duffield And Deborah Ralston, Firstlinks. In his classic 1960s article, Marketing Myopia, Harvard Professor Ted Levitt challenged executives by asking them, ‘What business are you in?’ He argued that businesses focusing on products and services, rather than their customers’ specific needs, were on their way to obsolescence. He cited the example of early…

By Brian Fitzpatrick. I have had this sitting in my files for a couple of years. I don’t know where it came from but I acknowledge the author whoever it is. Recently I re-read it. I was once again reminded that the key to success revolves around a few simple things. Be a good person.…

By David Goodsell, Firstlinks. What is the biggest threat to investment savings today? You’d be forgiven if you answered volatile markets and anemic growth when in fact, it’s investors themselves. Modern investors aren’t just nervous, they’re deeply conflicted. Our recent survey (the Natixis Global Survey of Individual Investors included 7,100 global investors of which 300…

By Keith Abraham. Being a passionate person is not about being an Olympic Athlete or a corporate Highflier. I believe there are 3 levels in life … Survival, where you just get by but you don’t get ahead. Have you been here? Do you know people like this? The second is Success where you are…

By Gemma Dale, Firstlinks. Part 1 of this series on estate planning looked at the decision-making processes involved in preparing an effective plan. Part 2 outlined the documentation required to ensure that your strategy is effectively executed, starting with your will. In this final part, we look at areas that are easy to overlook in…