2015

Investorist and The Urban Developer are excited to be hosting a truly unique opportunity for anyone working in the off the plan property industry. With only 10 seats left to attend in person  (November 12th 6.30pm in Sydney) get in quick to grab a seat, or register to view online for free.

Registrations close tomorrow!

The Project Marketing Masterclass will see Investorist founder Jon Ellis leading a panel discussion with some of the industry’s top project marketers. Speakers include:

Adam Fola, Head of Residential at Anne Street Partners 

Anne Street Partners Adam FolaAdam joined Anne Street Partners in 2007 and brings with him a combination of nearly 10 years of Real Estate and Financial Services experience throughout Australia. He has extensive experience in leading a diverse range of staff across all areas of Anne Street Partners, one of Australia’s leading financial planning agencies.

What you’ll learn:

  • Strategies to deal with changing market conditions
  • Securing more sales with greater efficiency
  • Delivering properties to the globe
  • The off the plan appetite of local and overseas buyers
  • How leading property sales companies thrive in every market

Can’t make it to Sydney to attend in person? Missed out on a seat? Simply register as an online attendee to watch the panel discussion streamed live. Anyone, anywhere can join in.

RSVP Here

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Christmas is only 7 weeks away and now is the time to start planning for gifts, travel plans and events.

According to a survey from Pocketbook, Australians tend to spend around 30% of their income on discretionary spending (non-bills) in the year, but around Christmas that doubles – meaning we spend around 60% of our income on gifts, food, travel and more around this time of year.

This infographic presents some interesting data as to how Australians spend money during the holidays and the average amount spent on gifts:

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With this in mind, we have 5 tips to help save money for Christmas:

  • Ditch the coffee! We love coffee but in the weeks before Christmas consider cutting back on the takeaway coffee. With the average flat white costing $4.25, that can be quite a saving each week!
  • Bring a packed lunch to work. This can seem a little boring but for a short time before Christmas it can save you average of $8-15 per day, which can add up quickly.
  • Change the way you shop for groceries. Mix things up and try shopping at your local market or try Aldi as it is significantly cheaper than IGA or Coles due to their reduced overheads.
  • Check to see if you can get cashback on any of your purchases in the run up to Christmas, have a look online and compare some of the current deals available.
  • Limit spending on evenings out (temporarily!). Save some of the money you would spend going for drinks or dinner at the weekend and enjoy meeting friends in the park, going to the beach or a quiet night with Netflix. This will allow you to enjoy more in the festive season!

We hope you found these tips useful and find Anne Street Partners on LinkedIn for more news and advice in the right up to Christmas!

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The Melbourne Cup is over and that signals the start of the build up to Christmas! It is still a while off yet, but it is always good to think ahead and wise to start planning.

At Anne Street Partners we absolutely love Christmas and get excited at the thought of sunshine, barbeques, shopping and presents! However, with all of that comes the issue of financing your holidays – sometimes it can seem that all of a sudden there is a lot of extra expenditure that was fairly unexpected – drinks after work, parties to plan for and visits to family. So we thought as it is November, we would share our tips to help you plan and budget in preparation for Christmas so that you have the budget to enjoy the holidays the way you would like to!

  1. Consider family travel plans soon so that you can book flights or trains early to save money
  2. Ask family what their plans are now and arrange what you can early
  3. Work out a suitable amount for presents and try and stick to it
  4. Use a budgeting app in order to keep track of your current and projected spending
  5. Buy expensive purchases on a credit card to benefit from buyer protection cover
  6. Browse online for gifts and take advantage of any deals and offers in the weeks prior to Chrismas
  7. Check your loyalty points and see if you can benefit from any deals
  8. Write all the events you are attending in a calendar and set a budget for each
  9. If you are hosting a Christmas lunch or party, work out your menu early and buy in advance
  10.  Always try and budget a little extra to cover unexpected invites or events

 

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Remember the true value of Christmas – spending time with your loved ones and enjoying their company whilst celebrating the end of a year and beginning of the next!

For more budgeting help and questions regarding financial planning, please speak to our team at Anne Street Partners on 135 444 who would be happy to help!

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With the advent of spring, there is no better time to have a spring clean – and not just your life but your finances! It is a great time of year to go through your current financial situation and make some positive changes.

Anne Street Partners have 10 tips that will help spring clean your finances:

1.Go through your current credit card statements and assess how you are using your credit card each month. It may be that you could get a better deal by switching to a 0% card – there are often many deals which include balance transfers.

2. Download a budgeting app for your smartphone! These are great for working out budgets, reviewing your current spending habits and planning savings. Here are our favourite budgeting apps of 2015.

3. Open a new savings account. It can be very motivating to open a new savings account to start planning for the future. Whether you want to save for a holiday or upcoming wedding, it is always worth putting something in a savings account for a rainy day.

4. Organise all of your financial paperwork and put all your paper statements into folders. It is much easier to assess your financial set up when seeing it all in front of you.

5. Shred any old statements, records, bills and letters. Often we hold onto bills from 2008 for no reason! Only keep what you need.

6. If you have been putting off paying a bill or opening a statement make a point of facing it and dealing with it. You feel better once you confront any debts and face them head on! Making a payment plan is easy and enables you to plan your budgets more easily.

7. Go through all of your standing orders and direct debits. Ensure that they are all up to date and you are not paying for something you are no longer using. Cancel any that are unwanted or invalid.

8. Whilst spring cleaning your home, put any unwanted items in boxes to sell on eBay – you can reorganise your home and make some money at the same time!

9. If you have been considering a new investment, take some time to do some research and evaluation. Once you have organised your budget and spending, it is prudent to think about the future and learn about new investment opportunities.

10. Speak to a financial planner such as Anne Street Partners who can help you work out a budget, streamline your finances and give guideance on investments and retirement funds.

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We are proud supporters of the Duke of Edinburgh’s International Award which is the world’s leading youth development Award, empowering young Australians to achieve their personal best and do things they never thought possible!

It is available to all 14–25 year olds, regardless of their background and is comprised of three levels each progressively more challenging. Each level includes a Service, Skill, Physical Recreation and Adventurous Journey, allowing young people to learn, develop and build a range of diverse skills among their peers. Anne Street Partners believe the award is so beneficial for so many young people across Australia and we wanted to share some recent positive news!

Duke of Ed Victoria has been invited to join a Sector Reference Group advising the Minister for Youth Affairs Jenny Mikakos on an exciting new youth policy.

Victorian CEO, Anoushka Gungadin, will be representing The Duke of Edinburgh’s International Award in the Sector Reference Group. The development of this new policy is aimed at improving government support for young Victorians and improving the outcomes for young people, especially those who are disadvantaged and disengaged.

Once finalised, the policy will build a coordinated approach to:

– youth issues across government
– increasing the focus on early intervention and prevention
– strengthening engagement and involvement by young people in policies and programs that affect them

A main priority of the framework’s development is getting young people’s feedback to ensure that the services the Victorian Government provides are relevant and give them the opportunity to stay at school, get a job and be connected with their community.

Young people are invited to join the conversation by visiting www.youthcentral.vic.gov.au to participate in an easy online survey where they can let the government know their needs.

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