Author: admin

25 Dec Our Advent calendar for 2019

Posted at 09:00h in General Insights by admin 0 Comments

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On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.

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23 Dec Women’s financial literacy ‘has been below par for far too long’

Posted at 09:29h in Financial Planning by admin 0 Comments

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Women have to take responsibility for their financial literacy before settling down or “risk a future riddled with money problems”, according to one mortgage broker. Zippy Financial director and principal broker Louisa Sanghera said it is imperative that young women have established savvy money practices before...

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23 Dec The economic and investment outlook for 2020

Posted at 09:00h in General Insights, Investment by admin 0 Comments

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The 2019 year has been unpredictable for investors, with weaker economic growth and ongoing geopolitical tensions leading to heightened volatility on investment markets.

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22 Dec 2 in 5 relying on credit card to fund festive season

Posted at 12:01h in Financial Planning, Lifestyle by admin 0 Comments

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According to new research by consumer education website CreditSmart, more than 40 per cent of surveyed Australians said they would rely on credit to help them with their festive budget blowout this year. Asked whether they are likely to spend more than they budgeted for this...

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21 Dec 5 saving graces of giftmas

Posted at 12:00h in Financial Planning, Lifestyle by admin 0 Comments

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Gift giving is one of life’s joys, until the credit card bill comes through. According to a recent Financial Planning Association of Australia report, 85% of us find more joy in giving gifts to others than in getting them ourselves. Though we love the sound...

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20 Dec Rebooting for retirement

Posted at 09:01h in Financial Planning, Retirement by admin 0 Comments

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As retirement comes into view, it’s time to imagine a new you for the post-work age. You remember your first day at school, your first job, your first home. And now your final pay check is in sight. That’s quite an achievement.  As with other big life...

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19 Dec Benefits of a mortgage offset account

Posted at 09:23h in Loans and Finance by admin 0 Comments

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An offset account is a bank account linked to your home loan. Rather than accumulating interest within the account, the money in the offset account is offset daily against your mortgage, reducing the interest payable on your mortgage. For example, if you have $20,000 in your...

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19 Dec You’ll be the life of the party when armed with this information!

Posted at 09:00h in General Insights by admin 0 Comments

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Keeping up-to-date with this data will brighten up anyone's day.

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18 Dec Prevent A Nasty Property Surprise

Posted at 09:17h in Education, Property by admin 0 Comments

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Home buyers and real estate investors are being warned to watch out for the hidden traps that may be lurking in their potential purchases. Leaky showers, cracked ceilings and self-opening doors and among the signs pointing to bigger and more costly “nasty surprises”, the Association of...

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16 Dec Staying financially well as the years go by

Posted at 09:05h in Financial Planning by admin 0 Comments

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Our financial priorities tend to change as we move through life The good news from AMP’s 2018 Financial Wellness Index is that only 7% of Australian retirees aged 65 or over report being stressed about money. So if you’re feeling the pinch earlier in life there is...

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