Financial Planning For Doctors Dentists and Allied Health Professionals
Experien Financial Services offers financial planning services to Doctors, Dentists, Vets and other professionals and business owners. We provide personal advice to manage wealth before and after retirement.
Please click HERE to read Experien Financial Service’s May 2022 Newsletter. This month we share information including :
- The release of the March quarter Consumer Price Index (CPI) which showed inflation up 5.1% on an annual basis. This was the biggest lift in prices since 2001
- The Reserve Bank lifted official interest rates in May from their current historic low of 0.1% to 0.35% – for many property investors this being the first rate rise that they have ever encountered.
- Unemployment fell below 4% in March, its lowest since 1974 as the economy continues to recover from COVID-related disruptions.
- The NAB business confidence index lifted to a five-month high of 15.8 points in March, well above its long-term average of 5.4 points.
- Consumers are less confident, with the Westpac-Melbourne Institute consumer sentiment rating down 0.9% in April to a 19-month low of 95.8 points.
- We provide a commentary on the share market performance, and
- We discuss family trusts and testamentary trusts
We can help you manage your retirement and personal savings by providing a personal planning service, with the ability to support your investments using a cost effective investment platform and administration service.
Our founders are actuaries, conservative by nature, experts in risk and modelling, with more than 25 years of experience in superannuation.
Click here to get in touch to book a free introductory consultation. Or contact us on 1300 417 020.
This information is current as at May 2022 and includes contributions from external sources. This article is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs (‘circumstances’). Before acting on such information, you should consider its appropriateness, taking into account your circumstances and obtain your own independent financial, legal or tax advice. You should read the relevant Product Disclosure Statement (PDS) before making any decision about a product.
