Be Wary of Excessive Super Tax – March 2012

Be Wary of Excessive Super Tax – March 2012

15
May
Be Wary of Excessive Super Tax – March 2012
  • Date: May 15, 2012
  • Author: Momentum Planning
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“Award Winning Advice” – November 2011 FPA

6
February
“Award Winning Advice” – November 2011 FPA
  • Date: February 6, 2012
  • Author: Momentum Planning
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“Gen X – Money for life” – November 09 Money

8
February
“Gen X – Money for life” – November 09 Money
  • Date: February 8, 2010
  • Author: Momentum Planning
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“Top advice” – August 09 Money

27
August
“Top advice” – August 09 Money
  • Date: August 27, 2009
  • Author: Momentum Planning
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2009 Private Client Survey Results

20
February
2009 Private Client Survey Results
  • Date: February 20, 2009
  • Author: Momentum Planning
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In January 2009, our clients were surveyed anonymously using an online survey service. The majority of questions could be answered with Strongly Disagree, Disagree, Neutral, Agree or Strongly Agree. Here is a selection of the results: The initial 4-6 week planning process to review my current situation, future options and deciding on a strategy was [...]

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“When your FP goes in to bat” – July 08 SuperLiving.com.au

14
August
“When your FP goes in to bat” – July 08 SuperLiving.com.au
  • Date: August 14, 2008
  • Author: Momentum Planning
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“Separating business and friendship” – 08 Edition of Professional Planner

13
August
“Separating business and friendship” – 08 Edition of Professional Planner
  • Date: August 13, 2008
  • Author: Momentum Planning
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“Super: ask the expert” – April 08 Edition of SuperLiving Magazine

15
April
“Super: ask the expert” – April 08 Edition of SuperLiving Magazine
  • Date: April 15, 2008
  • Author: Momentum Planning
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“My Money: ask the experts” – April 08 Edition of Money Magazine

15
April
“My Money: ask the experts” – April 08 Edition of Money Magazine
  • Date: April 15, 2008
  • Author: Momentum Planning
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“Australia’s Best Advisers” – October 07 Edition of Money Magazine

20
October
“Australia’s Best Advisers” – October 07 Edition of Money Magazine
  • Date: October 20, 2007
  • Author: Momentum Planning
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