Blogs by Tags
Financial Planning
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Investment Goal Setting
Buying your first car, helping the children get a good education, enjoying a rewarding retirement.
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Thinking of accessing your super due to coronavirus crisis?
Here are practical key points for you to consider.
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Staying (financially) well as the years go by
Our financial priorities tend to change as we move through life. The good news from AMP’s 2018 Financial Wellness Indexi 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 light at the end of the tunnel.
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How to retire early
Whether you choose or need early retirement, having a plan can give your money the best chance of lasting the distance.
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Congratulations to Bill Bracey, Gerald Lippman Perpetual Trophy winner
We are extremely proud to share Bill Bracey has been awarded winner of the highly acclaimed industry recognition award Gerald Lippman Perpetual Trophy for 2018.
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Money mistakes people make in their 50s and 60s
Avoid these common money traps to make sure you have enough put aside for a comfortable retirement.
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I'm young - do I need life insurance now?
Life insurance is usually not something people think about until they begin to accumulate assets, debts and dependants.
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Where is the best place to put your money?
When it comes to deciding between super and your home loan there's a lot to consider.
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Spouse contributions: Win/Win!
If your spouse is a stay-at-home parent, freelancing, studying or out of work, adding to their super could benefit you both financially.
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