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OUR PERSONAL INSIGHTS

When you are deciding what type of financial adviser you want to work with it is important to consider that the relationship is as important as the advice. You want someone who really listens to you, understands your situation and has your interests at the forefront of their mind at all times. That’s why we think you should talk to us.

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Financial freedom: A guide to achieving true financial independence

In a world where financial stability impacts our well-being, financial freedom empowers us to make life choices beyond monetary constraints. It goes beyond a comfortable income, enabling us to live on our terms, pursue dreams, and find peace through a secure financial foundation. Post-pandemic, high-inflation impacts on financial freedom were […]

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What’s the Best Age to Retire?

There is no magic age at which to retire. But what’s important is to plan for a longer retirement than you may expect. This is in part because research shows we’re now living longer than ever. According to the Australian Government Actuary (AGA), factoring in improvements in life expectancies over […]

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How to invest responsibly and ethically

If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Almost 9 in 10 (89%) Australians feel it’s important their financial institution invests responsibly and ethically across the board1. Ethical, social and governance (ESG) investments accounted for […]

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Help your retirement funds last the distance

Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or simply kick back and enjoy the fruits of your labour. We will outline key strategies to help boost and preserve your retirement savings, to help you achieve longterm financial security […]

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When you need a will and who can help

Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. Who needs a will anyway? A will is something you might think you only need once you’re a […]

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How to upsize your super with a tax-free downsizer contribution

Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your home in retirement could have several upsides – some money in your pocket, less maintenance, and depending on your new […]

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Why it’s important to think about insurance ahead of retirement

Why it’s important to think about insurance ahead of retirement Finding the right level of insurance cover is important when you’re thinking about retirement. If retirement’s coming up on your horizon, the impact of COVID-19 (Coronavirus) may have thrown a warehouse-sized rack of spanners in your planning. It makes sense […]

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Navigating asset portfolios: building wealth for the long term through sound investment strategies

  Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your superannuation fund, from bonds to managed funds, where should you begin?   Understand your risk profile and timeframe Almost every type of investment comes with some level of risk. […]

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Four ways to save money for a rainy day

Four ways to save for a rainy day Having access to savings can be vital when an emergency strikes. But making the most of your savings by earning interest can also help you get ahead financially. If you’re trying to get a good return and have instant access to your […]

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Smart strategies for paying down debt

Being in debt can really wear you down, both financially and emotionally. Whether it’s a single large credit card balance or multiple loans, store and credit cards owing, getting clear of your debts is going to make a big difference to your financial future. To get started on an effective […]

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