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Posts by category
- Category: Lifestyle
- October is Cyber Security month
- How much do genes contribute to developing Alzheimer’s?
- The runway to retirement is shorter than expected
- Why our financial abilities peak at age 53
- Risk and resilience on the frontline
- 10 lessons Cressida Campbell taught me about art
- We need to change the rules
- How to enjoy your retirement
- Client Testimonial: What the true value of advice meant for Trudie Cox and her business
- What does your walk reveal about you?
- Turn off the lights!
- What boosts our brain more than vitamins and minerals?
- Stress to resilience and strength
- 2022-23 Federal Budget
- What’s been missing?
- Heart disease – can it be reversed? Take the test
- Heart disease – can it be reversed? Part B
- 10 things I learned in my faux-retirement
- Heart disease – can it be reversed?
- A breakthrough in the fight against cancer?
- Lifestyle trumps medical treatment for most conditions
- Vaccines – should we be worried?
- Heart disease—the cause is not always obvious
- Bring on 2021
- Food-drug interactions: should we be concerned?
- Daylight Saving – Can it really impact our health?
- Heart disease risk
- Five industries profoundly changed by COVID-19
- Live to 100
- The power of appreciation
- Sleep and Happiness
- The Hygiene hypothesis, infections and allergies
- Ensure you get it right when making a ‘downsizer contribution’
- Change the way you see the world
- What happens to my SMSF when I die?
- Seven major trends affecting Australians in retirement
- Super Proceeds Trusts
- Don’t forget the kids
- Four foreign exchange secrets for travellers
- Myth – All milk is the same
- What low interest rates may mean to you
- The future of retirement is already here
- Why we all need adventure in our lives
- From peacekeeping to parenting
- Why we will live for at least 1,000 years
- Body works: Auto-immune disease
- Keeping Healthy Over The Christmas Break
- Exercise – is more better?
- How to preserve estate money in super
- Federal Budget 2017 highlights
- How super changes impact insurance and estate planning
- Super income stream rule changes
- Big increase in retirees expecting to outlive their savings
- Careless estate planning: how artists can lose their legal voice
- Don’t ignore tax deductions on contributions
- Characteristics of passionate people
- Ensure your children are insured
- Forget the past, focus on your future…
- Three key retirement factors other than super
- The 50 new rules of work
- Portrait of a modern investor
- Passionate people live passionate lives!
- Estate planning & your wishes after death
- A window to the soul
- Philanthropy can blend tax deductions, engagement and impact
- Are term deposits safe or risky for long-term investors?
- Designs on transformation
- Brexit 2016
- Honouring loved ones
- Federal Budget 2016 highlights
- Estate planning: where there’s a will, there’s a way
- Living life on purpose, naturally
- Death and taxes on your own terms
- Fundamentals of insurance – what you need to know
- Take care when assisting parents financially
- My Christmas list
- Collaborative practice as an option for divorce
- Providing financial assistance to parents
- Do we want our children to be the “country club” kids?
- Challenging a will: money or family?
- Baby boomers playing catch-up
- Watch Your Language!
- The Second Half
- 2015 Pt 2 – How is it really going?
- Getting back from the brink
- Conquer Your Own Everest
- Body Parts and Business
- Control
- Control the Goal
- Giving Here and There
- Giving A…
- Watch What You Give
- The Wheel of Life – bringing back balance
- Pursuing Your Passion
- Celebrating Achievements, No Matter Their Size
- Achievement
- Overachievers – got to love them
- Words, Words, Words
- My Word!
- The Power of Words
- How To True A Wheel
- Wheels Within Wheels – The Cogs of Business
- On Purpose
- Your Best Year Ever
- Inspiration For 2015 Resolutions
- The Trick of the Stick
- Damo’s Challenge
- Category: Uncategorized
- Federal Budget 2023-24
- New tax gives incentive to move money out of super
- Client Events in October 2022
- Your Advice Partner
- 2021-22 Federal Budget Report
- Tips for a Healthier Silly Season
- 4 reasons you should never peel an apple
- 5 things more scary than dying
- Why buying local is not just a fad
- Eat for your eyes
- Diversity is king
- Federal Budget – May 2015
- Live Life On Purpose
- Fitzpatricks Newsletter – End Q1 Commentary
- 6 Step Private Wealth Program
- Smart Choices for Wealth and Health
- What is a Fee Disclosure Statement (FDS) and what does FOFA mean to me?
- Category: Superannuation
- Super ideas for managing volatility
- Super Tax Reform
- Account Based Pensions
- Financial hardship
- Planning for 2023-24
- Tax Time
- Some important decisions with indexation imminent
- Downsizer contributions
- Planning for the new year
- Personal deductible contributions
- SMSF and residency
- Updated Federal Budget October 2022-23: Australia’s second budget for the year
- Death of an SMSF member including incapacity
- Super death benefits
- Super ideas for managing volatility
- Do I need a Director Identification Number?
- Planning for 2022-23
- How much can I contribute before 30 June?
- When will I retire? Economic impact of an ageing population
- Ways to reduce your tax bill with super
- The super changes you may have missed – and missed out on
- Meg on SMSFs – More on future-proofing your fund
- Want to grab your super?
- Ensure you get it right when making a “downsizer contribution”
- Should I pay off the mortgage or top up my superannuation?
- Planning for the New Year
- Super ideas for managing volatility
- Tips when taking large withdrawals from super
- 10 things to consider when buying property in your SMSF
- Excess super contributions
- Superannuation proceeds trusts
- Optimal ways to use the Transfer Balance Cap after a death
- A Super Opportunity When You Sell Your Business
- Is your super sorted for 2021-22?
- The end of financial year – time is running out!
- How long will my retirement savings last?
- What indexation means to inheritance
- Tax time this year is different with super
- CCs Cap Indexation
- TBC Indexation
- New Year
- How to give retirees the confidence to spend
- Pension Drawdown
- 11 key findings on retirement dreams during the pandemic
- Accessing Super
- Every SMSF trustee should have an Enduring Power of Attorney
- Why contribute to super
- Employee contributions
- SMSFs during COVID-19 and your 14 point checklist
- Excess contributions
- Death benefit nominations
- Planning for 2020-21 – never too early to start!
- Retiree spending patterns differ from most expectations
- How much can I contribute?
- Preservation Components in a Market Downturn
- Super ideas for managing volatility
- Upcoming Contribution Changes
- Do you need to protect a ‘grandfathered’ account-based pension?
- Natural disasters and access to superannuation
- New year financial plan
- Are you prevented from having an SMSF?
- Helping your children build their super
- 5 common mistakes in running an SMSF
- Happy New Financial Year!
- A frank look at Chris Bowen’s $67,000 question
- Contributing to super as a wage earner
- How Labor’s super proposals may impact you
- Is a transition to retirement income stream still worthwhile?
- Super’s new work test exemption
- Ensure your pension earnings are tax-free
- How much can I contribute?
- More detail on the $1.6m Transfer Balance Cap
- Winding up a SMSF
- Caps on and caps off
- Super Death Benefits & Children
- Protect your ‘grandfathered’ account-based pension
- Managing your SMSF leading up to 30 June
- Managing your tax and super leading up to 30 June
- How to save money with your Superannuation TPD claim
- Treasurer wants super fixes, then stability
- SMSFs Investing In Property – Be Warned
- Pooled vs Segregated Assets
- The Benefits of a Reversionary Pension
- Category: In the community
- Celebrating Empathy in Finance
- Fitzpatricks Group Chief Executive Jodie Blackledge interviewed by Professional Planner
- You’re only as biased as your blind spots #BreakTheBias
- Part-time licensing in the frame: ‘Flexibility is quite challenged’
- Enriching the Enricher
- From one-stop shop to family CFO
- Local support critical for bushfire-affected cancer patients
- Christopher Cuffe AO
- Golden arches, golden glow
- Nicole Fitzsimons Foundation Golf Day
- Uluru Conference
- Treasure House Visit
- SurfAid Charity Cup
- Supporting Carevan
- Category: Investment
- Should I maximise my pension by investing in the family home?
- Three retirement risks and how to navigate them
- Survey: What do you think about these critical policies?
- House price doomsayers: Could housing prices really fall by 20%?
- The end of Russian oil
- House prices: are we heading for oversupply from 2022?
- Why do investors earn less than the funds they invest in?
- Gold over the next decade as other assets lose their shine
- Investing is like water, but what the hell is water?
- A tale of the inflation genie, the Fed and the RBA
- Reporting Season 2021
- 10 investment themes for the next 10 years
- Chris Cuffe on why private debt is a hidden gem
- Market Update 2019 and outlook for 2020
- Uncharted waters, 2020 and beyond
- Five important lessons on investing for income
- Federal Budget 2019
- Get me out of Australia?
- Market Update 2018 and outlook for 2019
- 6 quick answers on appointing an enduring Power of Attorney
- The value of disruptors is different
- The importance of estate planning – are your affairs in order?
- Is this your biggest retirement worry?
- Five financial stages in everyone’s life
- 2018 Fiscal Year Update
- Investors can’t afford to ignore the blockchain revolution
- Planning for 2018-19 – never too early to start!
- Prospect theory applied to retirement planning
- Alternatives in Multi Asset Portfolios
- Federal Budget 2018
- Investment Update – First Quarter 2018
- The ‘Claytons’ superannuation contribution – the downsizer contribution you make when you’re not downsizing!
- Record award in estate of John Hemmes
- Four checks for super downsizer contributions
- Women’s super needs protection of reversionary benefits
- Flexibility around the date of your retirement
- The gift of education and the cost of funding it
- Check pension outcomes when making a will
- Quarterly Market Update, Q4 2016
- Half Yearly Investment Update
- Quarterly market update 2016
- End of reporting season investment update
- Half Yearly Investment Update
- End of Financial Year Investment Update
- Navigating the choppy waters of global investment volatility
- Five lessons from the recent turbulence in share markets
- Response to market volatility
- 2016 Investment Market Update
- Market update, January 2016
- The decline in global bond yields
- End of Financial Year Investment Update 2015
- August Market Volatility
- Greece now China?
- Greece Update
- Why investors buy bonds at negative yields
- High dividend yields support equity returns
- Another good year for most investors
- Category: Insurance
- Category: Youth investment education
- Category: Videos
- 2019 Reporting Season
- Half yearly update 2019
- 2017 In Review and Outlook For 2018
- Fiscal 2017 Reporting Season Update.
- July 2017 Market Update
- KOTO – thank you Fitzpatricks Private Wealth
- Live Life on Purpose
- Market and Portfolio Performance – April 2017
- Reporting Season Update – April 2017
- Navigating volatility in financial markets
- Fitzpatricks 2015 investment update
- Fitzpatricks End Q1 Commentary
- Fitzpatricks End Of Year Review For 2015
- 6 Step Private Wealth Program
- Smart Choices – Fitzpatricks Client Seminar
- Category: Important Updates
- Tax Time – Planning for June 30
- 2021-22 Federal Budget
- Matthew Fogarty joins Fitzpatricks Private Wealth as CEO
- Fitzpatricks Group announces three key appointments
- High calibre Melbourne advisers join Fitzpatricks’ national network
- Decision time: 2017 set to become year of migration
- Fitzpatricks adds strength to national team with addition of strategic financial advice firm Paradigm Financial Consulting
- South Australia joins growing Fitzpatricks Private Wealth national presence
- Fitzpatricks continues to rank with quality advice firms
- Well-respected Victorian financial advisers join Fitzpatricks
- Self-determination motivates two senior advisers to seek out Fitzpatricks
- Financial advice executive Rob Thomas joins Fitzpatricks Private Wealth
- Perth financial adviser joins Fitzpatricks Private Wealth
- Prominent Canberra financial adviser joins Fitzpatricks Private Wealth
- Leading Sydney financial adviser joins Fitzpatricks
- Fitzpatricks Continues Strategic Hires In Response To Significant Growth
- Professional Advisers Choose Fitzpatricks in National Search
- Australian Wealth Leaders Unite Under Advice Professionalism Banner
Marketing Resources
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Lead Adviser Alumni Newsletters
Hub 24
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- Alisa Honeyman
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- Bobbe Duncombe
- Mark Brown
- Hayden Griffiths
- Shane Case
- Adam Ordelman
CEO Updates
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
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Your Advice Partner
Advisers
- James Liew
- Alisha Bonomi
- Rachel Knaus
- Scott Saunders
- Will Howard
- Rocco Costa
- Glen Sumner
- Warwick Bird
- Michelle Steffensen
- Barton White
- David Cuff
- Matthew Nicholson
- Sharon Greber
- George Apostolou
- David Counsel
- Trish Prince
- Garry Symonds
- Carrissa Mari
- Brad Cole
- Paul Mellare
- George Sabini
- Gianna Thomson (Salvestro)
- Helen Russo
- Bobbe Duncombe
- Adam Ordelman
- Salena Stonehouse
- David Marasea
- Chris Giaouris
- John Potkonjak
- Conlie Salvemini
- Joseph Karam
- Andrew Crews
- Peter Connolly
- Alisa Honeyman
- Ross Curulli
- John Rees
- Marcel Parrett
- Denis O'Callaghan
- James Hand
- Andrew Outridge
- Warrick Hanley
- Simeon Levin
- Sam Bendeich
- Leonard Gennusa
- Glen Reilly
- Robert Ross
Practices
- Ross Financial Advisers
- Fitzpatricks Private Wealth Advisers Perth
- Icon Wealth Management
- Fitzpatricks Private Wealth GCDA
- Fitzpatricks Private Wealth WA
- Fitzpatricks Private QLD Pty Limited
- Fitzpatricks Private Wealth (Qld) Pty Ltd
- Fitzpatricks Private SE QLD
- Fitzpatricks Private Wealth Family Office Melbourne
- Synergy Private Wealth
- Sidwils Pty Ltd
- Fitzpatricks Advisory Partners
- Fitzpatricks Advice Partners
- Sustained Advice
- Fitzpatricks Private Wealth Partners
- Marasea Partners
- Fitzpatricks Private Wealth CAG
- Fitzpatricks Private Wealth SWM
- Fitzpatricks Private Wealth Perth
- Fitzpatricks Private Wealth SA
- TP Wealth Management
- TP Capital Management
- Fitzpatricks Private Wealth, Northern Beaches
- AMR Financial Services
- Fitzpatricks Insurance Advisers
- Fitzpatricks Advisory
- Fitzpatricks Sydney
- Fitzpatricks Private Sydney
- Fitzpatricks Private Wealth (Aust)
- FTZ Advice Partnership
- Fitzpatricks Private Wealth Gold Coast
- Fitzpatricks Private Wealth (Simfin)
- Alliance Advisers Pty Ltd
Expertises - Hub24
- Divorce and Financial Settlements
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- Investment and Portfolio Construction
- Centrelink Benefits
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- Asset Protection and Business Structures
- Business Succession
- Insurance advice for individuals and business owners
- Self Managed Superannuation Funds (SMSF)
- Personal Injury and Medical Negligence Claims
- Superannuation
- Tax Effective Wealth Strategies
- Wealth Creation
- Small to Medium Enterprises (SME)
- Debt Management
