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Retirement - 3 investment strategies to make your money last
Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....


Understanding the Bank Guarantee
Due to the recent issues with some US and European banking facilities, many have been questioning the security of their savings in...


4 considerations when switching your super
I have said it before and I will say it again, I love superannuation! It surprises me that many people are disillusioned with super. I...


3 ways to Manage FUD (Fear Uncertainty Doubt) when investing
Are you feeling a bit exhausted by all the negative talk? The news is negative, the share market is currently negative, so it’s no...


Division 293 tax
Nobody likes to pay more tax than they have to and this tax has been catching a few people by surprise so we wanted to provide further...


8 tips to financial success!
There is never a bad time to start thinking about making plans for your future, or perhaps just quitting bad habits. If finance is on...


EOFY Tips for 2022
The end of financial year always seems to arrive in a hurry! We hope our summary of strategies will help you to consider your end of...


Is your business your retirement plan?
There is no doubt that covid-19 made life tough for business owners in so many ways – staff shortages, lockdowns, supply issues, constant...


Time in the Market, not timing the market
The current crisis between Russia and Ukraine is highly volatile and fluid, we acknowledge the extremity and the unpredictability of the...


Using your home equity to invest
Whether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...


New Year Intentions 2022
It’s a New Year and for many of us, this means setting some resolutions – resolutions we all feel guilty about as we typically fail...


Should we keep our former home as an investment?
Upgrading your home and want to know if you should keep your former home as an investment property? This is a common question we are...


3 threats to your retirement
Preparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...


Book Review – Atomic Habits
Nothing like a lockdown to catch up on some reading. This one has been on my hit list for a while and I am only sorry to have taken so...


Inflation Worries?
It’s the topic du jour with economists. So we thought it helpful to briefly recap what has led to inflation being the topic on everyone’s...


The Transfer of Family Wealth
In Australia over the next 20 years it is estimated that $3.5 trillion (yes, trillion!) in wealth will be transferred from the Baby...


4 Ways To Be A Good Investor In A Post-Pandemic Landscape
It’s no secret: 2020 was a year that changed everything for investors. The spread of COVID-19 and its impact across the world resulted in...


You’ve got a home, now what?
In most parts of Australia, people strive towards home ownership and while it’s not for everyone, it is one of the most common goals we...


Am I retirement Ready?
Now that the holiday season is over, do you find yourself yearning to stop work altogether? I regularly receive emails and calls from my...


New Year Intentions
It’s a New Year and for many of us, this means setting some resolutions – resolutions we all feel guilty about as we typically fail...
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