Freeman Financial Update – Feb 2024

Freeman-Financial-Feb-2024-Updates

Hey there, can you believe it’s nearly the end of February 2024? Time flies. So much has happened in the last quarter, especially in the market. We’ve had some wild weather here in January, especially in Queensland. But things are looking up, and we wanted to reach out to you with some important news. We’re […]

Commitment To Our Clients

Our clients realise that to achieve their goals will require both money and planning, our clients appreciate our commitment to pay close attention to all the financial details and proactively make recommendations whenever inevitable course corrections are required. Our community of clients appreciate and are happy to follow the advice of a team of financial […]

Temporary Early Access to Superannuation

Can I access my super due to financial hardship? The Australian Government has released a fact sheet with an economic response with regards to the Coronavirus outbreak. The fact sheet summarises the eligibility to claim temporary early access to superannuation for those significantly affected financially by the Coronavirus outbreak. “The Government is allowing individuals affected by the […]

Economic Update

Peter Childe-Freeman, Principal Advisor gives an update with regards to recent global events due to the onset of coronavirus

This Your First Financial Crisis?

Here are a few points that will help alter your lens and retain a perceptive, yet calm mindset. A generation of investors are experiencing their first genuine financial crisis. No amount of rational thinking can ease the pain of the first time you watch a chunk of your life savings evaporate within a few weeks. […]

When Should You Update Your Will?

Your Will should be reviewed every 3–5 years to ensure it still reflects your wishes. A good way to see if your Will requires updating is by going through the following check-list to see if any of the following changes may have occurred: Have you recently been married? Have you gone through a divorced or […]

When Is A Good Time To Review Your Finances?

When meeting with clients, we often find that changes in circumstances warrant a review with their financial situation as well as their policies without them even realising it. It is important to discuss your current circumstances with your Financial Advisor so that you can stay on track and make changes where necessary. Since it may […]

Choosing A Financial Advisor

Once you have identified you have taken the time to carefully think about your financial goals and ambitions, you can look for an adviser who offers the services you are looking for. One way to find an adviser is to undergo an internet search for information about a suitable adviser or the business they work […]

Ways To Improve Efficiency And Productivity

Increasingly, SMEs are shifting their focus towards improving efficiency and productivity. SMEs know that it is hard to achieve growth, so they want to do more with their existing resources. An accepted way of reviewing performance is to compare the SME to its competitors and industry averages. I want to know if I am as […]

The Importance Of Team Communication

Due to their size, SMEs lack expertise in human resources management. They struggle to develop and implement staff strategies. Our research confirms that SMEs are doing little to effectively manage their staff or reduce staff risks. Only 26% of SMEs have any strategies for staff attraction, retention or motivation, a 4% fall from last year. […]