Archive for Aug 2015
The QROPS Fall Out
By Mike Potts I don’t like to say “I told you so” but, I told you so (see blog…) With the most recent changes in the QROPS regulations, we predicted that Australia, New Zealand and Ireland would be most heavily affected. As of this month, all but one of the 3,500 Australian QROPS schemes have…
Read MoreDiscretionary Trusts: Protecting your Assets for the Future of Others
Robert Kiyosaki, author of ‘Rich Dad Poor Dad’ fame, said: ‘It’s not how much money you make, but how much you keep, how hard it works for you, and how many generations you keep it for.’ Managing our finances and investing our hard-earned cash often involves some of the most difficult choices and…
Read MoreWhy Holistic Financial Planning is Best
By Mike Potts Whenever a new client joins Carrick Wealth, we welcome them into a world of financial possibilities. We offer them a buffet of investment options with the security and stability that our experience and knowledge provides. A common misconception is that retirement planning and a pension portfolio are all you need to invest…
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