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How to invest responsibly and ethically

October 19, 2023 By Alex Screen

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 $1,281 billion, or 40%, of […]

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Help your retirement funds last the distance

October 4, 2023 By Alex Screen

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 throughout your golden years. It’s […]

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When you need a will and who can help

September 7, 2023 By Alex Screen

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 millionaire or close to retirement […]

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

August 30, 2023 By Alex Screen

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 location, greater convenience. If it’s […]

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

August 9, 2023 By Alex Screen

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 to concentrate on things you […]

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

July 20, 2023 By Alex Screen

  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. There’s a risk you could […]

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Four ways to save money for a rainy day

October 11, 2022 By Alex Screen

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 money, the historically low interest […]

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Smart strategies for paying down debt

August 19, 2022 By Alex Screen

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 strategy for saying goodbye to […]

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Block Chain?

July 29, 2022 By Chris Maber

Everything you’ll ever need to know about blockchain – the revised edition. We’ve updated our longform explainer taking you through the ins and outs of something not many people fully understand. This is a must read if you are considering this investment strategy. “There’s been plenty written about innovative but it’s the technology behind the […]

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REVIEW

June 28, 2022 By Chris Maber

Great financial advice is designed to offer strategies that work towards your financial goals – and they must be flexible enough to change as your circumstances change. If you think your money could be working harder for you, talk to us.

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Recent Posts

  • How to invest responsibly and ethically
  • Help your retirement funds last the distance
  • When you need a will and who can help
  • How to upsize your super with a tax-free downsizer contribution
  • Why it’s important to think about insurance ahead of retirement

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