Jordan provides strategic wealth advice to high net wealth individuals and families, corporate executives, sporting professionals and self-funded retirees. Protecting and building personal wealth, Jordan assists clients with a range of financial planning, investment and advisory services including investment selection, investment management/review, strategic advice and superannuation strategies. With a strong focus on growing individual wealth, […]
With its “ground zero” in the Chinese city of Wuhan, the coronavirus health issue quickly escalated to become a pandemic as it spread across the globe. Australia was found to not be immune from both the disease itself (though it fared better than the majority of nations in this regard) as well as the economic […]
With the financial year end fast approaching, there is still an opportunity to make a final contribution into superannuation. Some of the contributions strategies and concessions available are summarised below. 1. Personal tax-deductible contributions Concessional contributions cap is $25,000 for all individuals. Since 1 July 2017 all taxpayers under age 65 are allowed to claim […]
Amazon was founded by Jeff Bezos and listed on the Nasdaq in March 1997 at $18 per share. At the time its principal business was an online book store. Its pursuit of growth over profit was met with some scepticism in the early years and not without good reason as it wasn’t until 2001 before […]
The health and economic impact of Covid-19 is unprecedented. Economies are also facing enormous turmoil and businesses of all sizes are being tested. Significant changes to the economic environment require entities to test assets and cash generating units (CGU’s) for impairment, particularly goodwill. Impairment testing involves a comparison of the carrying value of an asset […]
Welcome to our winter wealth management update This edition covers the following topics: Year-end superannuation contributions and concessions With the financial year end fast approaching, there is still an opportunity to make a final contribution into superannuation. Some of the contributions strategies and concessions available are summarised below. Read more Stock Spotlight: Amazon.com Inc (US:AMZN) […]
Summary of Sydney Wealth Management Autumn Update
At the end of 2019, following the phase one trade deal between the United States and China, markets continued their near decade long ascendancy with renewed enthusiasm. The rally rapidly began to lose momentum around February 21 when it became clear that the coronavirus known as COVID-19 was not going to be contained within China […]
A combination of the COVID-19 outbreak and sliding oil prices has seen the ASX200 on track for its worst quarterly performance in decades.
Welcome to our autumn wealth management update
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