Author: admin

28 Dec The value of advice – Behavioural Coaching

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

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Behavioural coaching is a major component in how a financial planner adds value to your portfolio.

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27 Dec Safeguard your ability to pay off your home loan

Posted at 10:45h in Estate Planning, Loans and Finance, Property by admin 0 Comments

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It’s not unusual that life can be smooth sailing one minute and throw you a curve ball the next. You might be hit with an injury or illness, a reduction in income or redundancy, a separation from your partner, or even a death in the family—all of...

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26 Dec Help achieve your investment goals with dynamic asset allocation

Posted at 10:30h in Investment, Shares by admin 0 Comments

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It goes without saying that the investment landscape has changed dramatically in recent years. Deleveraging has become an ongoing theme; central banks have played a significant role in guiding the economy. And extreme swings in investor sentiment have all contributed to market volatility. All this...

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25 Dec How and why to talk to your adult children about insurance

Posted at 10:15h in Insurance by admin 0 Comments

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Adult children living at home. It’s the premise for many a zany Hollywood comedy. Men in their ‘30s or ‘40s living with their mums, modern city families having to move to their parents’ country homes, houses packed to the rafters with multiple generations. Surprisingly, it’s the...

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24 Dec Get your new financial year game on

Posted at 10:00h in Financial Planning by admin 0 Comments

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A new financial year is always a good time to review your finances and make sure they are in good shape.  You’ll be starting this coming financial year wearing a confident grin with this list of eight things to do now to get new financial year...

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24 Dec 12 ways to avoid waste this Christmas

Posted at 09:50h in Financial Planning by admin 0 Comments

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Embrace the spirit of Christmas by giving back to the environment this festive season. If ever there is a time for excess, Christmas is it. But it’s important not to forget about the waste you create amidst all the good times, feasting, gifts and celebrations. You’ve heard...

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23 Dec Six traits of Australians living the dream

Posted at 12:10h in Lifestyle by admin 0 Comments

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Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association. Here are six traits that have helped them to achieve their dreams. 1. Strong personal habits Australians living the dream are family oriented, spending...

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22 Dec 10 Ways to enjoy summer without spending a fortune

Posted at 12:05h in Budgeting, Lifestyle by admin 0 Comments

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If you're wondering how you'll make ends meet over summer, check out these tips on how to spend, without spending every cent. If you’ve been saving for something big or are just cringing at the thought of how you'll keep your budget intact over summer, don’t...

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21 Dec Your retirement questions answered

Posted at 13:00h in Retirement, Superannuation & SMSF by admin 0 Comments

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If you’re wondering what you might do with your super money when you do access it, remember there will be a number of things to weigh up and look into. How can I take my super? Taking super as a lump sum A lump sum could help you...

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21 Dec Compliance, tax advice in strongest demand from SMSFs

Posted at 00:00h in Superannuation & SMSF by admin 0 Comments

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While investment advice is the most valued by SMSF clients, compliance and tax are still the areas that SMSF trustees required the most assistance with, according to recent research.

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