Exciting times at CA Financial Services Group

It has been an exciting time over the past few months at CA Financial Services. We’d firstly like to welcome three new team members; Jason Antico (CA Mortgage Broker), Noni Long (CA Financial Adviser) and Emily Zuvela (CA Account Manager). In December, Mark Rapley, (CA Director) announced that he and his partner Chantelle Doyle were […]

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AMP Capital View March 2017

Investment markets and key developments from over the past week The past week saw US shares rise 0.7%, European shares gain 2.6% and Japanese shares rise 1% helped by strong US forward looking data, signs that the US Federal Reserve is increasingly confident in the US outlook and confidence that President Trump is in on […]

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Six tips for tackling this year’s property investment

It has been a crazy year for the property market. Ben Kingsley, chair of Property Investment Professionals of Australia (PIPA), says investors will need to get creative to overcome affordability problems and to steer clear of areas inundated with apartments. Here are Kingsley’s six tips for tackling this year’s property investment. 1. Look out for higher […]

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CA’s ‘Tough’ Team

Congratulation to Financial Planners Mark Rapley and Michael Horan and Account Manager Henrik Strodl, who successfully completed ‘Tough Mudder’ earlier this month. Tough Mudder is an endurance event series in which participants attempt 21 K’s of military-style obstacle courses. It was designed and created by a British Harvard Business School post graduate and a former […]

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Government announces changes to super reform proposals

In a press release issued in October, the Government has announced a number of changes to three key Federal budget proposals. Perhaps the most significant change announced today is that the Government will not be proceeding with the proposed $500,000 lifetime non-concessional contribution (NCC) limit – but instead will reduce the existing NCC limits from […]

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Property versus Shares

When it comes to the debate over whether property or shares make better investments, it’s not a simple case of one delivering consistently better returns than another. Different studies show each have outperformed the other over various periods of time. The truth is that in many cases both have been good to investors and have […]

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The 10 Year Challenge

10 years sounds like a long way off so why think about it now? As CA Financial Planner Michael Horan explains, getting his clients to picture their lives in 10 years is crucial in developing a financial plan to ensure that what they imagine and dream of, is actually where they end up. Thinking ahead […]

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CAFSG – Quarterly Newsletter – December 2014

Welcome to CA’s Quarterly Newsletter It seems like a short time ago we were writing last year’s Christmas Newsletter and here we are again. It has been another great year for CA, made extra rewarding by the knowledge that we’ve made a positive difference in the lives of our wonderful clients. Thank you yet again […]

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CAFSG – Quarterly Newsletter – September 2014

Welcome to CA’s Quarterly Newsletter In this quarter’s newsletter we focus on important changes to deeming rules that may affect retirees eligibility to claim social security benefits. While this change applies to a specific demographic, we feel it’s important to communicate widely as we have found that many of our clients have parents or friends […]

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CAFSG – Quarterly Newsletter – June 2014

Welcome to CA’s Quarterly Newsletter Happy end of financial year! It seems to have come around very quickly but it’s not too late to take advantage of superannuation strategies to help boost your retirement savings and potentially save on tax. We would encourage you to review the ‘End of Financial Year Checklist’ in this quarter’s […]

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