AFR article – Debt trap

Recently Paul Moran was interviewed by Nicole Pedersen-McKinnon regarding his experience working with High Net Worth investors that carry large debt positions later on in life. An interesting perspective worth a read. Click here to access to article in pdf format, or if you have an AFR subscription you can access it by clicking on this link

https://www.afr.com/personal-finance/debt-trap-act-now-to-stop-yourself-drowning-in-mortgage-car-and-credit-cards-bills-20180710-h12ic6

Congratulations to us…… IFA 2016 Boutique Firm of the Year Finalist

Moran Howlett Financial Planning has been made a finalist in the “Boutique Firm of the Year” in the 2016 Independent Financial Adviser Magazine Awards. Commenting on the awards co-principal Paul Moran stated ” its great to be recognised as a top tier national firm for what we do every day for our clients, we simply make sure that every client gets a great experience”. The awards are held every year in Sydney in August and the team at Moran Howlett are looking forward to another great year.

https://www.ifa.com.au/ifa-awards/winners/2016-finalists

Australian Financial Review – Donald Trump may push up rates but infrastructure stocks will still deliver

Paul Moran – co founder of Moran Partners Financial Planning was recently interviewed by the Australian Financial Review regarding the benefits of holding infrastructure as part of a diversified portfolio. Click here to access a pdf of the article or below for the website link

http://www.afr.com/personal-finance/shares/donald-trump-may-push-up-rates-but-infrastructure-stocks-will-still-deliver-20170130-gu1a3u

Car Crashes, Divorce and Portfolio Construction: What makes us human – Professional Planner article written by Paul Moran

Robust and effective strategic advice and portfolio construction hinges on an advisers ability to identify and manage behavioural biases, including their own…… Click below for the link to the professional planner article

https://www.professionalplanner.com.au/featured-posts/2016/01/05/car-crashes-divorce-and-portfolio-construction-what-makes-us-human-42816/

Car Crashes, Divorce and Portfolio Construction: What makes us human – Professional Planner article written by Paul Moran

Paul was recently interviewed by the Age newspaper on how the recent deeming of pensions will significantly affect retirees when they are at their most vulnerable…. in

http://www.theage.com.au/money/planning/time-to-step-out-of-the-comfort-zone-20150714-gi2iec

Whats in a Name? – IFA publication blog

After having put in a submission to the PJC on professional, ethical and education standards – Paul was recently asked by Independent Financial Adviser Magazize to write an article on the current education standards within Financial Planning within Australia. Paul has come up with some topical solutions which we believe are well within the reach of the majority of the financial planning profession but also will give both existing and prospective clients surety that their adviser does act in their best interests. Please click on the link to review

http://www.ifa.com.au/blogs/13737-what-s-in-a-name

The New Daily – Top tips for building Super

Paul was recently interviewed by the online publication “The New Daily” regarding his top tips for building super for different age groups. http://thenewdaily.com.au/money/2014/08/14/super-ages/

Doctor of Business Administration – Paul Moran – Vic Uni interview

Paul who is currently undertaking his Doctorate with a research focus on financial decision making behaviours was recently interviewed by Victoria University on the benefits and disadvantages of completing a Doctor of Business Administration – . Click here to read the article.

Paul is getting closer to publishing and we are all looking forward to the findings.

The Age – Budgets Secret Sting for Pensioners – Paul Moran

Paul Moran was yesterday interviewed by The Age’s David Potts regarding the effective 50% tax for some pensioners from 1 January 2015. Click on the link below to download the article.

Paul is getting closer to publishing and we are all looking forward to the findings.

http://www.moranhowlett.com.au/files/ymaqyrnahb/Budgets-secret-sting-for-pensioners-and-mature-age-workers—Paul-Moran—The-Age-16052014.pdf

or click the link below to view the article

http://www.smh.com.au/money/budgets-secret-sting-for-pensioners-and-matureage-workers-20140516-zreh5.html#ixzz320sOeZP3