Showing category "General" (Show all posts)

The Savvy Traveller's Guide to Money

Posted by Naomi Rosenthal on Friday, January 27, 2012, In : General 

I’m heading off overseas to Vietnam shortly for a 2 week vacation and a few days at Conference. Fabulous, I know!

I’ve done quite a bit of travelling in my past and I’ve had some incidents with wallets and money being stolen. When it comes to currency and money, a lot has changed since the mid 90s in the way you can access your funds, but what hasn’t changed is that there are still people out there who will steal your stuff.

Here are my thoughts for savvy travelling with money.

For...


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What do you fight for?

Posted by Naomi Rosenthal on Friday, January 27, 2012, In : General 

Since end of September last year, I’ve been going to the gym. Not just any gym, but Fight Gym.

As a young child, I was sporty and active. My major sport was softball and in my early teens was considered adept enough to make regional teams (until I broke my right arm in a bicycle accident!). At school on the playground and during sports time, I played everything from handball to football!

From around 17, life started to impinge on sport. Suddenly I was too busy with study, part time ...


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Tudor Times.

Posted by Naomi Rosenthal on Friday, November 18, 2011, In : General 
 It’s been an interesting and enjoyable year for us at Tudor.

The beginning of 2011 started with stressed clients worried about their investments and losing money on the share market and in their superannuation funds. This sentiment has continued throughout the year and we have worked hard to ensure our clients stayed focused on their personal strategies and avoided panicking.

We’ve run three successful workshops with the dynamic and entertaining Leonard Whittaker from Millennium3 Financial...
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12 Ideas for a Fantastic 2012

Posted by Naomi Rosenthal on Thursday, November 17, 2011, In : General 
Here are 12 great ideas you can implement before Christmas to set yourself up for a fantastic 2012.

Book into a workshop. You’re bombarded with invitations every other day. You ignore most of them, but some do pique your interest and you think, “yeah, I really should go to that.” But you find you can make plenty of excuses not to go. Find a short course, seminar or workshop that resonates with you and sign up. You’ll have plenty of time to work around the excuses to make sure you get...


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Opt In is Poor Policy

Posted by Naomi Rosenthal on Thursday, September 22, 2011, In : General 
The financial services industry seems to be subjected to reforms every time there is a recession, as though the bad apples will be thrown out of the box with every new piece of legislation.
The Assistant Treasurer and Minister for Financial Services and Superannuation Bill Shorten said, "It is a concern that only one in five Australians access financial advice. These reforms will also remove the red tape that has prevented low-cost, good quality advice being delivered to millions of Australian...
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In the News

Posted by Naomi Rosenthal on Thursday, September 22, 2011, In : General 
Naomi was recently nominated for the AFA's Female Exellence in Advice Award, with the winner being announced at their Annual Conference on 25th October. We hope you enjoy reading this article from last week's North Shore Times. [Click here]

This Award recognises professional excellence and outstanding work in addressing the particular issues faced by many women in
achieving financial security now and in the future.
“We operate a ‘family’ focused business, specialising in helping families a...
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Winter Warmer

Posted by Naomi Rosenthal on Monday, July 18, 2011, In : General 


I love a hearty, warming soup. My partner loves sweet potato. What happens when you combine the two?! Answer: Thai Sweet Potato Soup.
Click here for a delicious, nutritious winter warmer that's quick and easy to prepare.
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What we’ve been up to at Tudor.

Posted by Naomi Rosenthal on Tuesday, May 17, 2011, In : General 

Workshop Success!

It’s been a busy few months and at Tudor Investassure we never rest (except for weekends and holidays!).

We successfully launched the first in a series of interactive workshops on March 28th and we’re pleased to be hosting another one on Wednesday, 29th June.

Feedback from the participants included:

“The presenter was brilliant, able to make financial planning sound like fun and best of all understandable… You all should go as it is very worthwhile, at the very l...


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Future of Financial Advice or its destruction?

Posted by Naomi Rosenthal on Thursday, April 28, 2011, In : General 
I'd like to really tell you what the 'F' stands for in FOFA (Future of Financial Advice) reforms. But that's not professional. It's taken a year of debate around reforms intended to "ensure more Australians have access to high quality and affordable advice", yet the latest round of adjustments seem to move further away from the commendable original intent.
AFA CEO, Richard Klipin said, “the FOFA rhetoric has not been matched with strategy and consumers have been hung out to dry.”
How so? I...

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Sir Michael Parkinson.

Posted by Naomi Rosenthal on Thursday, March 17, 2011, In : General 

I hugged the man that shook the hand of Muhammad Ali. I engaged in conversation the man who’s conversed with the likes of Dame Edna Everage, Billy Connolly and Madonna. I met the man who's met everyone and I introduced the man who's met everyone to my dad. His arm wrapped around my shoulders as we stood smiling at the camera - and didn't he love it!

Sitting in the front row looking up at Michael Parkinson as he spoke about his life and the people he’s had the privilege to meet, was a mag...


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Welcome to 2011

Posted by Naomi Rosenthal on Tuesday, February 8, 2011, In : General 

I know we’re already in February, but I did spend most of January in South Africa and we’ve just celebrated Chinese New Year! So what’s in store for 2011?
Claims Service
At the end of last year, two of our clients passed away. We offer our condolences to their families as we assist them through the claims process. At this time of grieving, our involvement alleviates the stress of paperwork and dealing with the insurance companies, allowing people to spend more time with the family.
Our Cla...


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It’s not always all about work.

Posted by Naomi Rosenthal on Tuesday, February 8, 2011, In : General 
I’ve had many requests from friends, family and clients to see photos from my vacation. I had an amazing time and the accumulation of experiences as I travelled from glitzy, Christmas lit Hong Kong through the burnt and ravaged landscapes of Madagascar to behind the razor wire of South Africa has left me with incredible insights and lasting impressions. For a glimpse of what I got to see, [click here].
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