Hello 2012 – Let’s be friends
After the investment challenges of the past few years, our New Year’s wish is to be a friend with 2012.
Naturally, as our friend, 2012 will provide us with greater predictability, lower investment volatility, double digit (positive!) investment returns, no global disasters, clear recovery in world economies and excellent personal health. Surely that is not asking too much? (For Best Friend status, we’d need World Peace and an improved Environment thrown in).
What we can report with certainty is the success Muirfield has achieved for our clients through our recent project to recover tax and find lost super. Since July’ 11, well over $80,000 has been returned to you.
We wish you a wonderful 2012 and remind you to take time to enjoy family, friends and holidays. Life is short and is to be lived!
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Posted on January 11, 2012
In the spirit of bringing you good news we are delighted to inform you that our advisers Melinda Planken and Carl Creasey have been awarded the highest financial planning designation of CERTIFIED FINANCIAL PLANNER® (CFP).
After finishing their degrees they have gone on to complete further years of study to gain this status.
We congratulate both and know you will continue to benefit from the highest level of qualification held by any financial planning group in Geelong.
The Financial Planning Association of Australia has just created a new practice designation of ‘FPA Professional Practice’. We are pleased to announce that Muirfield Financial Services has been one of the first Australian firms to have been granted this status.
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Posted on October 3, 2011
Just back from a holiday and the staff tell me everything ran smoothly and I wasn’t missed! Not sure if I should be pleased or sulk. What I do know (and have been told by many of you) is that they do a great job in attending to your financial needs and for that I’m very grateful.
No sooner had I returned than we were advised (within the Carbon price info) that all Australians from July 2012 will be able to earn up to $18,200 pa before any tax.
Over 1,000,000 Australians will no longer need to do a tax return.
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Plenty happening at Muirfield FS these past 3 months and much of it out of the office.
I’m sure you will join us in congratulating Carl Creasey and his wife Brigid on the arrival of their first born, Lillian Ann on March 24. All 3 family members are in good health and progressing beautifully.
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We hope 2011 will be very special for you on many fronts. From our perspective, as your financial advisers, we would like the financial front to be the most special.
Comments from various ‘Market Watchers and Investment Analysts’ point to a positive 2011 for investment markets.
We are now..
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Posted on January 13, 2011
