You may have received correspondence from your superannuation provider regarding insurance. It appears that these have been sent regardless of whether you have insurance inside your super! Below is a recent correspondence between Geoff and a client, “John”. Hi Geoff, I have received the following letter which talks about insurance inside my super? I am…

Below is the December 2018 TFLG Newsletter. This edition covers Ageing and Aged Care in Australia

Below is a very interesting article which caught our eye last week. This is written by Hugh Dive, Chief Investment Officer at Atlas Funds Management. This article has been sources from LiveWire. In March Wesfarmers announced their intention to demerge Coles into a new separately listed company, with the new company expected to list on…

With Christmas around the corner people are starting to look at their accounts to review their options. Now is not a time to for us to preach budgeting, cashflow management or priorities – and nor will we. With just 4 fortnights until the big day, here are 3 ideas that may help for Christmas 2018….

The average price of unleaded fuel has risen to the highest level since 2014. The two major factors in this rise has been the fall in the Aussie dollar and rising crude oil prices. According to analysis from Commsec using data from Australian Institute of Petroleum, the average price for unleaded petrol rose 1.8 cents…

Teaching children about money can be a challenge, especially if you are pressed for time. So how do you pass on good financial values early on, no matter what? Clinical child psychologist Emma Spencer shares her advice, which was recently shared in the FPA Money and Life E-Book, which can be found here 1. Talk…

BMM update To all BMM’s Friends and Family The battle continues As you know I has been receiving treatment for an adenocarcinoma in my left lung since it was diagnosed last November – and it looked as if I was winning the fight. Following my skiing trip to Falls Creek 3 weeks ago, putting the…

As some of you know, Geoff does some work with the Griffith University Financial Planning course. Below is some feedback he received from a student following Geoff’s participation in the course’s orientation day. Hello Mr Orr, My name is Toby Eade, we met just yesterday at the Griffith Business School orientation mini market. I approached…

THANK YOU FOR YOUR SUPPORT! The final numbers are in for 2018 financial year. In what has been a pretty tough year for us personally and professionally, BMM’s revenue increased by 14.01% over the previous year. This is thanks to your continuing support and the referrals you have made to friends and family so, again,…

Should our portfolios be a reflection of us? Yes! If you want to be involved, find out who is doing what, and why certain investments are in your portfolio – then you can!  If you’d rather take a backseat and simply receive a statement each six months or a year – then you can! It…

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