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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.

Family activities to do on a budget

Spending more than what you intended on is a familiar scenario for many people entertaining kids, whether that’s at the movies (you swear you’re bringing your own Maltesers and drink next time), or sporting events (where you often fork out more on hot chips than you do on the tickets).

After the dust settles, a fresh start…

Taking stock of how your life’s travelling at the start of a new year is probably an exercise you’re likely to pursue with greater urgency if you’ve recently come to the end of a serious, long term relationship or gone through a divorce.

Join us for a coffee and friendly chat about your financial goals.

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Get in touch or make an appointment

Corrimal

Shop 1
225 Princes Highway
Corrimal, NSW 2518

02 4229 8533

02 4229 8533

Come visit us by appointment.