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Planning for retirement

Planning for retirement

Oct 19, 2020

Many of us dream about the day when we will be able to stop working and do all the things we never had time to do. Retirement enables you to take those long-extended trips without worrying about returning to work. Everyone’s retirement looks different, you may wish to... read more
Returning to a new normal

Returning to a new normal

Oct 14, 2020

Since the beginning of Covid-19 we have seen a significant shift in the wallet share of consumer spending. The global consumer has been stuck at home or moving between work and home with little non-essential stops in between during the first half of 2020. This has led... read more
How to be financially smart

How to be financially smart

Oct 09, 2020

Regardless of the effects of COVID-19 on you and your family, the pandemic will likely continue to affect households across Australia for years to come. Having a plan in place, prioritising spending, and using resources efficiently will be the key to your financial... read more
Why hire a financial advisor?

Why hire a financial advisor?

Sep 29, 2020

One of the most common questions a financial advisor is asked, “why should I hire you when I could manage my own financial affairs?”. It is a very understandable question and many people want to know what they will get for their money. In addition to all the mental... read more
Big banks contest the BNPL market

Big banks contest the BNPL market

Sep 22, 2020

The big banks have thrown their hat in the ring in the buy now pay later (BNPL) market contest. With some products that look a lot like a credit card but work a bit differently. Buying now and pay later is literally the definition of credit, which is a banks’... read more
Prepare for the unexpected!

Prepare for the unexpected!

Sep 14, 2020

No one likes to think that something might happen to our health or our family’s health. The consequences are too significant. But it is always best to be prepare for the unexpected, as the fact is, it is a case of when. “In this world, nothing is certain except death... read more
Thinking incrementally

Thinking incrementally

Sep 07, 2020

We have broken down one of the core metrics used in financial analysis, return on equity (ROE) which measures the profit generated on the capital inserted into a business by its shareholders. Equity takes on two forms, capital directly injected into a business through... read more
How to budget & save

How to budget & save

Sep 02, 2020

Budgeting is an essential tool to help manage your personal cash flow. If you find you are spending more than you earn, then a budget will help you to review your expenses and see in what areas you may be able to reduce expenditure immediately. Alternatively, if you... read more
Types of investments and how they work

Types of investments and how they work

Aug 26, 2020

Investing can be intimidating to a lot of people. There are so many different options to choose from and it can be hard to figure which is right fit for you. We have compiled a list of investments types, which will guide you through what they are, how they work and... read more
How much super do I need to retire?

How much super do I need to retire?

Aug 18, 2020

Everyone has a different idea of what their retirement might look like. How much money you will need really depends on many things, but the first thing you must decide is what a retirement looks like for you. You might envisage a retirement, where you dine out once a... read more
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