8am-6pm

Monday to
Friday

L1, 6/8 Eddy St

Moonee Ponds
VIC, 3039

Office Ph:

8am-6pm

Monday to
Friday

L1, 6/8 Eddy St

Moonee Ponds
VIC, 3039

Office Ph:

Budgets

Emilio Bangit No Comments

Budget proposals & It’s a boy!

Budget proposals

Hi All,

The below link is our analysis of the recent Government budget that was announced.

As always, feel free to pass this onto family and friends. Also, if you have any questions on any of the budget proposals, feel free to contact Emilio.

2018-19 Federal Budget client briefing

 

It’s a Boy!

We would like to take this opportunity to announce the safe arrival of our Director/Senior financial planner Emilio Bangit’s first baby boy Kobe Cruz.

Born on the 18th of April weighing 6 pounds and 8 oz. Below is a photo of their bundle of joy!

 

Yours Sincerely,

Emilio and the team at Intergenerational Wealth

Tanya Harber No Comments

Intergenerational Wealth – February 2018 Newsletter

February 2018

Welcome to the latest edition of our client newsletter.

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss managing your money when you move in together and provide you with information on what to do when you come into money and a growing family doesn’t have to blow the budget.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.

In the meantime we hope you enjoy the read.

Intergenerational Wealth – February 2018 Newsletter

 

All the best,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

Intergenerational Wealth – December 2017 Newsletter

December 2017

Welcome to the latest edition of our client newsletter,

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss 12 ways to enjoy summer without spending a fortune and provide you with information on one in three Aussies travel without protection and is your insurance overdue?

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
In the meantime we hope you have a wonderful Christmas, and enjoy a the read.

Intergenerational Wealth – December 2017 Newsletter

All the best,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

Intergenerational Wealth – November 2017 Newsletter

November 2017

Welcome to the latest edition of our client newsletter,

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want,  now and in the future.

In this edition we discuss 2017 has been kind to investors and provide you with information on Digital payment options could see you spend more this Christmas and If you’ve always thought property prices only go up…

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
In the meantime we hope you enjoy the read.

Intergenerational Wealth – November 2017 Newsletter

All the best,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

November 2016 Snapshot – 54.2 million worries

54.2 million worries

We are going through one of those periods where it seems there is a long list of things for investors to worry about: the US election; the Fed; ever present fears about a break of the Eurozone; and China. To be sure these risks are real and in our view some combination of them could drive a short term correction in shares, but we don’t see them derailing the longer term rising trend in shares. More fundamentally there seems to be a never ending worry list which is receiving an ever higher prominence as the information age enables the ready and rapid dissemination of news, opinion and noise. The danger is that this is making us all worse investors as we lurch from one worry to the next resulting in ever shorter investment horizons in the process. The trick is how to manage the noise to avoid this.

Key points

– The combination of a massive ramp up in financial information combined with our natural inclination to zoom in on negative news is making us worse investors: more fearful, more jittery, more short term.
– Five ways to help manage the noise and turn down the worry list are: put the latest worry list in context; recognise that shares return more than cash in the long term because they can lose money in the short term; find a process to help filter noise; make a conscious effort not to check your investments so much; look for opportunities that investor worries show up.

november-2016-snapshot-54-2-million-worries

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