Financial Advice Archives - Page 2 of 2 - Holzworth Partners

1 Oct 2024

Empowering You to Achieve Your Financial Goals

At Holzworth Partners, we believe that education is the foundation of sound financial decision-making. Our goal is to manage your finances and equip you with the knowledge and tools you need to achieve your financial goals with confidence. We are passionate about helping you understand every step of the process so you can make informed choices that align with your future aspirations. To ensure you have the right support, we’ve developed a variety of resources

4 Sep 2024

The Value of Financial Advice in Enhancing Client Wealth

By Jane Purnell

In the ever-evolving financial landscape, the importance of professional financial advice has never been more evident. A recent report by Russell Investments highlights how financial advisers can significantly boost client portfolios, with an estimated annual value add of 5.7%. This figure underscores the multifaceted role that advisers play in safeguarding and growing their clients’ wealth, particularly through behavioural coaching, comprehensive financial planning, and tailored advice. Behavioural Coaching: A Crucial Role in Wealth Preservation One of

6 Aug 2024

Customising ESG Investing with a SMSF: Aligning Investments with Your Values

By Jane Purnell

As awareness of environmental, social, and governance (ESG) issues grows, many investors seek to align their investment portfolios with their personal values. ESG investing, which focuses on companies' ethical and sustainable practices, has become a popular choice for those who want to make a positive impact while achieving financial returns. For Australians, one of the most effective ways to customise ESG investments is through a Self-Managed Super Fund (SMSF). This article explores the benefits of

15 May 2024

FEDERAL BUDGET SUMMARY 14 MAY 2024

By Jane Purnell

On the evening of 14 May 2024, the Government delivered what is possibly its last Budget in the current parliamentary term. The next election is expected to be held either late this year or early in 2025.Inflation, cost of living pressures, and housing all continue to dominate the fiscal landscape, impacting the lives of Australians. The key challenges addressed in this year’s Budget include:Easing cost of living and inflationary pressures,Building more houses,Strengthening Medicare and the care

8 Feb 2024

IndexInvest Quarterly Reports

By Jane Purnell

We are pleased to release the investment reports for the fourth quarter of 2023. These reports provide a comprehensive overview of financial markets activity and the performance of each portfolio model from inception through to the latest quarter ending 31 December 2023.Key highlights of the Q4 2023 Investment Reports include:Performance Overview: A detailed analysis of each portfolio’s performance, highlighting any significant achievements or areas for consideration.Asset Allocation: A breakdown of investments across various asset classes,

7 Feb 2024

Ensuring Excellence in Financial Advice for Our Clients

By Jane Purnell

Today, we would like to provide you with insights into a critical aspect of our commitment to delivering top-notch financial advice – the registration process for our relevant providers within the Australian financial services landscape. Understanding Your Financial Adviser: A 'relevant provider' is an individual directly involved in offering financial advice to you, our esteemed clients. This includes financial services licensees, authorised representatives, and employees or directors of financial services licensees authorised to provide personal advice