Blog

13Oct 2016

Gary Spencer Grand Finalist AFA Zurich Adviser of the Year

October 13, 2016

FYG Planners would like to congratulate Gary Spencer of Spencer Private Wealth for becoming a 2016 Grand Finalist in the AFA Zurich Adviser of the Year awards. Finalists in the AFA Zurich Adviser of the Year awards are “recognised for their leadership, advocacy and innovation in the financial services industry.” AFA chief executive Brad Fox said the […]

11Oct 2016

Pension Changes: Part 2

October 11, 2016

A few weeks back we highlighted the looming changes to the aged pension assets test that would come into force from the 1st of January 2017. This week we’ll look at a few minor strategies, with minor being the key word if a pensioner is borderline with regards to pension eligibility. There has been some […]

07Oct 2016

Clinton, Trump, Giant Meteors & Your Portfolio

October 7, 2016

We’re a month away from the US Presidential election and while that might bring sighs of relief, it may also prompt feelings of trepidation. Never before have we seen a more loathed pair of characters running for the presidency than in 2016. How detested are these candidates? Public Policy Poling, one of the more accurate […]

03Oct 2016

Ambrose Advisory Joins FYG Planners

October 3, 2016

FYG Planners are pleased to announce Ambrose Advisory of Ashgrove near Brisbane have joined our privately owned financial services licensee. Ambrose Advisory is a boutique financial planning practice owned and operated by Bret Ambrose. Bret founded Ambrose Advisory in 2016 to become a fully values-based financial planning practice, helping guide clients to lead their dreams. Bret’s vision is to bring complete financial coordination […]

20Sep 2016

Your Family CFO Joins FYG Planners

September 20, 2016

FYG Planners are pleased to announce Your Family CFO of Melbourne have joined our privately owned financial services licensee. Your Family CFO is a boutique wealth management business that puts their clients at the heart of everything they do. Your Family CFO was founded by Halina Roach, who decided to establish Your Family CFO in 2016 after more than a decade […]