For me, it reiterated the importance for the need of global infrastructure and reemphasised the untapped opportunities within the Asian region.
With a population close to 35 million people, I was surprised with the cleanliness of a major global city like Shanghai, and how easy it was to get around. The absence of English was in no way a deterrence in the ability to communicate. This just proves how easily accessible the global market is. What that means for efficient business and financial markets, is a better understanding of global investments and better opportunities, and understanding that Australia is part of that global mix.
Coming up this quarter, as part of our ongoing initiatives and for the benefit of our clients, we will be undergoing a review of the cash-flow and expense management programs, Moneysoft and Xero. We will liaise with you directly once we finalise this and make a decision on the most efficient and cost effective solution for you.
I do hope you like this issue of Affinity Insights, and we welcome any feedback or suggestions for future topics.
Please send all comments to: firstname.lastname@example.org
Sarah is passionate in educating and coaching her clients on the best banking and finance strategies available to them through a diverse offering of advice, lending products and solution based services.
In addition to her industry education requirements Sarah holds a Masters in Management (Finance) and has been the recipient of a number of industry service and excellence awards.
So, with all the media ‘gloom and doom’ what does it mean and what do we do? I have seen many cycles in Australia over my 20 years in lending, if I had a crystal ball this would help, given I don’t I have noted down my seven pieces of advice for borrowers, accountants and other related finance professionals to consider thinking about.
My seven pieces of advice
The above are some suggestions to consider thinking about, in order to make an informative decision about what is best for anyone’s individual needs.
Nathan shared with us his insights on how best to navigate challenging markets and gave us a broader perspective into why markets seem relatively unconcerned about geopolitical risks, where value lies and whether an uninterrupted bull market is possible.
We have obtained a copy of the presentation by Nathan. If you would like a copy, feel free to contact us at email@example.com We would be happy to forward it onto you.
As mentioned in our previous newsletter, we have introduced an initiative to protect the privacy of your financial data, which replaces the need to email documents, called ShareFile.
If you have not already registered with ShareFile, it’s easy to get started – please register via the link https://affinityprivate.sharefile.com/Authentication/Login
Your username is your email address and you will be prompted to create a password for your account.
If you have any queries regarding your ShareFile account, please email firstname.lastname@example.org
Your annual tax statements from your respective investment platforms are finalising the last tranche of statements for last financial year. You will receive either an email from the platform provider (either Macquarie or MLC) or be provided with a hard copy.
If you have any queries regarding your Annual Statement, please email us at email@example.com or telephone the office on 1300 769 304.
Her work is represented in many collections, including Parliament House in Canberra, Queensland Art Gallery and The Jewish Museum of Australia in Melbourne, as well as in overseas and regional galleries and many private collections.
Ede’s sculptures focus on emotional vulnerability and personal/cultural identity. Ede thinks of herself as a storyteller. In her work she looks for ways from an historical perspective to talk about how, through the generations, we deal not only with change but how we recognise and retain the richness of our memories and rituals that thread consistently through our lives and define who are.
Ede is showcasing her work at Hawthorn Studio and Gallery from 25 October – 11 November 2017.
Ede Horton is a valued client of Affinity Private and we wish her all the best with her exhibition.
Although, Dr Rory Nathan has made a substantial contribution to industry best practice and his research publications have won several national and international awards, he has written an article that is personal to him and his family titled “Marriage Equality in the Workplace”.
This article is based on his real life experience with his family and has made him think about how poorly we handle diversity in our workplaces.
You can read Dr Rory Nathan’s article here.
Dr Rory Nathan is a valued client of Affinity Private and we support his efforts.