Wealth & Security Planners

Sophisticated planning services tailored to your individual preferences. Senior Financial Planners working for you today. Call 08 6141 1166.

Streamline Financial Planning

Personal financial planning services at a cost effective price. Call Tania today on 08 6141 1177.

Internet Based Planning

An online planning service for the do-it-yourself'er who likes the idea of having to access to a planner to answer specific questions.

Useful Links

Aust. Bureau of Statistics

Reserve Bank of Australia

Selecting Super

Financial Planning

Perth, Western Australia

Recent changes to the legislation surrounding the provision of financial advice has helped highlight the wide scope of areas in which financial planners operate. This can sometimes lead to confusion as to exactly what it is that a financial planner does.

If you are not familiar with the financial planning process or would like to see how a financial planner could help you with money matters, call either Streamline Financial Planning or Wealth & Security Planners on the numbers shown above.

Alternatively, follow the menu link to michaelsmusings.com.au, which is a blog-site run by a Senior Planner, and director of WSP Financial Services Pty Ltd. In it, you will find open, honest discussion on all matters relating to financial planning.

RBA Releases Latest Chart Pack

All the news that's new and improved (to quote from the movie "Good Morning Vietnam"..) is contained in the latest Chart Pack, issued by the Reserve Bank of Australia (RBA). These charts provide a quick, yet detailed overview of key financial indicators for the Australian economy.

RBA Drops Interest Rates

There were some who thought that the RBA would leave interest rates as they were, and wait a little longer to find out how previous rates adjustments were impacting the economy. In the end, the turmoil in the European Union, combined with lower than expected inflation figures, provided room for a rate cut - just in time for Christmas! To read the full text of the decision, click on the link below...

Moneysmart says check your insurance cover

The Australian Securities & Investments Commission ("ASIC") operates a consumer website called "MoneySmart". The ASIC website includes the update here, while the MoneySmart website link is shown below...

Can You Spot A Scam?

The Australian Securities & Investments Commission ("ASIC") website MoneySmart has a simple 5 minute quiz that you can complete to see if you can spot a scam. Australia's financial regulatory framework is quite robust but there will always be a minority that try to find ways of making "easy money" with scams. ASIC does its best in this regard to stop those operations that it encounters - but they still need input and feedback from the general public, to help stamp out scams as early as possible. Click the link below to try your hand at the quiz...