Fantastic day for our recent golf day. Thank you to all who attended and our host, Barossa Valley Golf Club.
Newsletter Spring 2018
Newsletter Spring 2018 In this edition of Investment Solutions magazine we take a look at what’s next for Australia resources. BT Financial Group Investment Specialist, Riccardo Briganti, provides us with a market update on local and international markets. Finally, we share insights on how you can invest in the environment.
May Market Update
A stream of geo-political news from a variety of fronts affected markets during May US President Donald Trump said he would withdraw the US from an Obama-era nuclear agreement with Iran, and restore economic sanctions, in a move that hurt investor sentiment. Mid-month, North Korea abruptly cut off talks with South Korea, citing military exercises… Continue reading »
Seppelt’s View Cabins Testimonial
“Local Business Owners Sharon and Ray Bowles talk about their experience since engaging Key Financial Planners, and how we have helped their Business”
Consulting in Port Lincoln
Anthony is pleased to announce we will be consulting in Port Lincoln from March 2018. We have teamed up with CPH Accounting with Wendy Chapman and Anthony meeting clients there monthly. If you would like to arrange an appointment time to discuss your financial needs, contact CPH Accounting on 08 8682 600.
Check out our latest newsletter Newsletter Summer 2017
Protect your Wealth
Life changes so rapidly that people are often unaware of how it can affect their insurance. That’s why it’s so important to regularly review your insurance, and make sure it accurately reflects your circumstances.
In this edition of Investment Solutions magazine we take a look at how you can use your SMSF to educate your children about finance. BT Financial Group Investment Specialist, Riccardo Briganti, provides us with a market update on local and international markets. We also look at if you can really afford for your adult… Continue reading »
Appointments in Riverland
Anthony and Amanda are now visiting the Riverland area. You can arrange an appointment by calling our Nuriootpa office on 08 8561 2400. All appointments will be conducted at Riverland Lending Services, 6 Kay Avenue Berri.