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16 November, 2015
Estate Planning

Estate planning – not just for the wealthy

Most people don’t like to think about estate planning. In fact according to studies, almost half of all Australians don’t have a legal will. Yet if you have some assets; […]
16 November, 2015
Would downsizing

Would downsizing be worthwhile for you?

It seems to make logical sense. You retire, sell the now cavernous family home, buy a cosier place and use the cost difference to boost your retirement income – win-win […]
16 November, 2015
Wind down

Wind down your working days sooner

3 things to know about transition to retirement pensions. Super isn’t just an ideal investment to help you save for retirement. Superannuation savings can also hold the key to when […]
16 November, 2015
Will my kids

Will my kids ever leave home?

These days it can be natural for kids to stay at home until adulthood. Our 7 tips can help ensure your own goals don’t pay the price. If you were […]
16 November, 2015
3 key considerations

3 key considerations for SMSF investors in the lead up to retirement

Australians are enjoying longer and more active retirements than ever before, so what can you do to help make sure your money lasts? Baby boomers are retiring in greater numbers […]
16 November, 2015
Christmas Picture

Go easy on your spending over Christmas

Go easy on your spending this Christmas   With the festive season fast approaching, it’s a good time to start planning how you will pay for gifts and entertaining over […]
16 November, 2015
Economic Update

Economic Update – November

MARKET AND ECONOMIC OVERVIEW Australia The Reserve Bank of Australia (RBA) left the official cash rate on hold at 2% at its meeting on 6 October 2015 and again on […]
14 September, 2015
education

Gen Y: Why you need Financial Advice

Gen Y: Why you need Financial Advice Details Published: 14 September 2015 As a Millennial you may be sceptical of the need to pay for financial advice (preferring to consult […]
14 September, 2015
life

What to consider when discussing estate planning with your loved ones

When there is a Will, there is a Family Meeting It’s probably not something you want to think about much less discuss with your kids but like it or not, […]
14 September, 2015
Common Myths

Common myths about life insurance

Here’s a confronting question: What would you do if the main breadwinner in your household could no longer bring in an income? Do you have a Plan B? Most people […]