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As the 2015 holiday season draws to a close, it’s time to pause to consider what 2016 may bring.

The world of financial planning has been a world of continuous change over the past 5 years, with no indication that things will be different in the years ahead. With change comes opportunity, and our financial planners are keen to apply their expertise and experience to help you deal with whatever 2016 may bring.

We’ll update you over the coming months with the investment and economic thoughts of various experts from different corners of the financial world. Our advisers are continuously receiving updates from fund managers, analysts, research houses and mainstream media – and a number of clients have commented that they appreciate our advisers using their experience to help sort out useful information from day-to-day “noise”. With investments, savings and superannuation, it is often helpful to see how opinions on different strategies can vary across the industry. It not only helps to reduce being blinkered by the bias of any particular group but also helps to tap into the knowledge and expertise of a wider range of people who will help to cover more of the possible outcomes in a volatile world. However, we are also aware that our clients hold widely divergent views on how much information is “enough” – so please feel free to comment on what you see or to ask for specific points to be covered. Where possible, we’ll try to accommodate your preferences.

To help kick off your 2016 financial planning, here’s a link to an article published by one of our planners – Michael O’Hara – on his Michael’s Musings website blog.

prosperous 2016 perth financial planning photo via unsplash by jordan mcqueen
Link for a quick Financial Health Checkup post from www.michaelsmusings.com.au [image:Jordan McQueen via unsplash.com]
For those who use Facebook – you can keep up to date with Michael’s blog posts at www.facebook.com/musingwithmichael/ as well as Streamline’s own Facebook page that can be found here www.facebook.com/wspgroup/.

We look forward to seeing you in 2016!

 

Quick notes :

Our planners operate under two business names : Wealth & Security Planners, and Streamline Financial Planning.

 

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In a client survey sent our in February, we asked for thoughts and comment on “social media” and Streamline Financial Planning and social media tools could be of help – if any at all?

We received feedback that suggested that the issue of “social media” can be a divisive one. While some people did not like businesses to use social media at all, there were just as many people who said that they would like more contact, and their preferred form of contact was via social media. Such a conundrum!

social-media-cube image source forbes.com
The term “social media” means different things to different people.

Social media

The figures were interesting – while 49% of respondents did not like the use of computers and social media, a full 48% did. This suggests that there is room for social media as a communication tool for advisers and clients but that this is very much an individual decision. As such, Streamline Financial Planning will be conducting follow-up surveys and making client contact to determine individual preferences. This will ensure that we deliver information, news and points of interest in the most efficient manner possible, and directly to the people who most want it.

Which “social” media are we talking about?

In a fast changing world, technology can rapidly destroy long-cherished ideas and thoughts while simultaneously offering new and exciting ways of communicating and being more productive. The term “social media” actually refers to a whole host of different software applications and programs. Examples would include :

  • LinkedIn – a global business network for professionals and career-minded people
  • Instagram – a picture sharing application that let’s you receive and share photos and images with friends, family, artists, celebrities and millions of people around the world
  • Facebook – the global phenomenon, with its own Hollywood movie and over a billion users

We were fascinated by the response to this question in our survey. Of those who use social media and wanted us to put more effort into this area, 100% of respondents suggested Facebook as their preferred vehicle. How’s that for a resounding vote of confidence in a service?!

What next for Streamline Financial Planning and social media?

Streamline already has a Facebook page through its parent – WSP Pty Ltd. The Facebook page can be found here.

 

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Sometimes you just want one job finished and out of the way, so you can get on with your life. Whether it be selling an old parcel of shares or sorting out your super, we won’t bog you down trying to sell you a full financial plan. You tell us what you want achieved, and we will tell you what it will cost to get the job done. Simple as that.

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It doesn’t have to be as hard as it sounds. We provide straight-forward, understandable recommendations that make sense. Our focus is on helping you achieve your outcomes, and we use highly sophisticated processes to reach that end – it’s just that we see our job as simplifying your finances,  not making them harder. Our knowledge and experience allows us to bring common sense and plain English to your financial world.