Do you want to make sure all your finances are sorted in the event you died or became unable to make your own decisions?  

We think it is best to make the hard decisions early, rather than to rely on emotional family members to try and make decisions for you.  

Here, we unpack wills, powers of attorney, non-estate assets and even give some tips for you to consider to ensure the transfer process is simple and easy.  

If you would like further discussions on Estate Planning,  please contact us at [email protected]  

OR 

Click on the link linktr.ee/angeladvisory.aus

Stefan Angelini provides a market update on 07.03.2023   

Today's topics are:  

1.  What if the RBA don’t raise rates? 

2.  Australian Stocks outperform since 1900 

3.  Sustainable Investing Tips   

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate   

If you are looking to reassess your investment portfolio reach out to us on [email protected] 

OR 

Click on the link linktr.ee/angeladvisory.aus  

#investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 06.03.2023

Today's topics are:

1.  Value vs Growth Investing

2.  Emerging Markets

3.  Why Infrastructure?

4.  Early Super Access

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate

If you are looking to reassess your investment portfolio reach out to us on [email protected]

OR

Click on the link linktr.ee/angeladvisory.aus

#investing #financialplanning #financialplanner

Insurances

In this episode of the Real Wealth Podcast, Tom Gleeson and Stefan Angelini talk about insurance, the different types, costs, and structure.

More so, how to calculate the level of insurance that you may require depending on your situation.

Please remember that all information here is General Information and not Personal Advice. If you have any questions or would like Personal Advice, feel free to contact us or reach out to a licensed financial planner.

If you would like to know more about the best Insurances that may be best for you, reach us on [email protected]

#Insurances #Lifeinsurance #TPDinsurance #traumainsurances #IPinsurance #financialplanning

Stefan Angelini provides a market update on 03.03.2023   

Today's topics are:  

1.  Australia’s GDP 

2.  Interest Rate Hikes 

3.  Mortgage Applications 

4.  Commercial Property Issues 

5.  A Swing to Private Credit 

6.  China’s Recovery  

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate   

If you are looking to reassess your investment portfolio reach out to us on [email protected]  

#investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 02.03.2023   

Today's topics are:  

1.  What if rate increases stop? 

2.  Government stops Chinese investment 

3.  Buffet and EVs   

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate   

If you are looking to reassess your investment portfolio reach out to us on [email protected]  

#investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 01.03.2023   

Today's topics are:  

1.  $3m Super Cap (Proposed) 

2.  Tax Free Super 

3.  How to Contribute to Super 

4.  How Much can you Contribute?  

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate  

If you are looking to reassess your investment portfolio reach out to us on [email protected]  

#investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 28.02.2023

Today's topics are:

1.  Is the housing crash done?

2.  Housing crisis in Perth

3.  Zombie companies

4.  Renewable energy

5.  Lithium prices

6.  Personal finance in schools

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate

If you are looking to reassess your investment portfolio reach out to us on [email protected]

#investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 24.02.2023

Today's topics are:

1.  Wage Growth

2.  Iron Ore and China

3.  Traveller News

4.  F45 Closures

5.  Artificial Intelligence

6.  Russia's Economy

7. Family and Domestic Violence Payments

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate

If you are looking to reassess your investment portfolio reach out to us on [email protected]

#investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 22.02.2023

Today's topics are:

1.  Bhp

2.  Housing data

3.  US business activity

4.  Dead cat bounce?

5.  Bnpl crackdown in UK

6.  failed FHSS

Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate

If you are looking to reassess your investment portfolio reach out to us on [email protected]

#investing #financialplanning #financialplanner