Financial Planning

From conversation to collaboration: How your relationship with a financial planner evolves

6 November

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]

Increased Security on the FPD Client Portal

13 October

We have taken action to protect your information further on our FPD Client Portal by enlisting Multi-Factor Authentication (MFA). This will take effect on 1st November, 2025 What is MFA? Multi-Factor Authentication (MFA) is an extra...[Read More]

Protecting your Investments

5 September

What Happened? You may have seen headlines about the collapse of the Shield Master Fund and the First Guardian Master Fund, which together attracted over $1 billion from thousands of Australians, many of whom invested through superannuation...[Read More]

Top 5 dos and don’ts when seeking advice from a financial services professional

24 July

Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]

2025 Federal Budget Summary

26 March

Summary Last night, the Treasurer, Jim Chalmers, released the Government’s 2025-26 Budget. The Treasurer identified five main Budget priorities: Helping with the cost of living Strengthening Medicare Building more homes Investing...[Read More]

Global Equity Update

14 March

Good Afternoon Since the beginning of the year, global stock markets have delivered mixed results, almost the inverse of recent years. Initially, people were optimistic about the US economy with markets pricing it in. Economic policies under...[Read More]

December Quarter Review

31 January

The data is in! Please find below the review of the December, 2024 quarter. Summary Numerous declines were evident across major equity indexes over the quarter with pockets of positive returns across various sectors and countries Bonds...[Read More]

Explaining the Artificial Intelligence (AI) sell off

31 January

Many headlines are painting a picture of “blood in the streets” following Monday evening’s market action. The Nasdaq dropped 3.1%, the S&P 500 fell 1.5%, and the volatility index spiked 20%. In fact, markets have remained volatile...[Read More]

SRO Victoria – Vacant Residential Land Tax

9 December

You may have received a notice from the SRO Victoria in the last week or so in relation to the Vacant Residential Land Tax. If so, here is some information you may find helpful. Who does it apply to? The Vacant Residential Land Tax (VRLT)...[Read More]

Smart Financial Tips for Christmas

6 December

As we are full swing into the festive season, it is easy to get caught up in the excitement - and overspend! However, with a bit of planning and discipline, you can enjoy the holidays without breaking the bank. Here are a few financial tips to...[Read More]

Can I ask a favour?

8 November

At FPD, we value each and every one of our clients. We are continually trying to improve our services and interactions to provide the best experience we can and the best way of doing this is to obtain your feedback. Would you be kind enough to...[Read More]

Current Market Update

7 August

Good Afternoon For those of you who enjoy your sport, I hope you’ve been relishing the Olympics. Amid the headlines about our athlete’s great achievements the current market volatility is also getting a few headlines. To address this, we’d...[Read More]

FPD 2024 Federal Budget Update

15 May

On Tuesday, 14th May, 2024, the Treasurer, Jim Chalmers, released the Government's 2024-2025 Budget. The Budget looks to help with the easing cost of living pressures with measures including tax cuts and energy bill relief, strengthening Medicare,...[Read More]

New Superannuation Caps

29 February

The annual contribution caps will increase on 1st July, 2024. Concessional contribution caps will increase from $27,500 to $30,000 Non concessional contribution caps will increase from $110,000 to $120,000 This presents increased...[Read More]

Tax Cuts Passed