Articles

Read the latest news and articles on products and services within the financial services industry.

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Testimonials

Customer satisfaction is our primary goal.

09 August 2022

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Top 10 New Year headlines

What will 2018 hold? Our natural curiosity about the future makes a ready-made market for media articles about events likely to drive financial markets next year.

09 January 2018

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Self-employed? Don't leave your business at risk

What would you do if you became sick or injured and were unable to keep your business running? It’s not something that is often thought about, but it is important to take a moment to consider it.

09 January 2018

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Busting the $1 million retirement myth

It’s often said you’ll need $1 million in superannuation to live a comfortable retirement. This is a daunting figure for most and has many Australians concerned about the retirement lifestyle they’ll have.

09 January 2018

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Economic update

The Australian market continued to lag international markets through the September quarter as the S&P/ASX 200 index struggled to break out of its narrow trading range.

09 January 2018

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All I want for Christmas… is to survive it debt free!

Getting into the Christmas spirit doesn’t mean you have to get into debt

01 December 2016

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Keys to de-stressing a mortgage

Don't sail out farther than you can row back.

01 December 2016

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Retirement is different

The four stages to a better retirement

01 December 2016

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Boosting inflation – Central banks struggle

The Reserve Bank of Australia (RBA) reduced the official cash rate by 25 basis points to 1.50 per cent in the September quarter.

01 December 2016

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The Great Rotation

After almost a decade of underemployment, low rates and sub-optimal growth across the globe, it appears as if investors have formed the view that Trumpenomics will be the dawn of a new era.

22 November 2016

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Why choose us

Learn about the financial planning process, from initial consultation through to preparing and implementing the financial plan, and conducting ongoing client reviews.

08 September 2016

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How to avoid investment behavioural traps

Many people don’t realise the greatest impact on their investment returns could in fact be their own behaviour.

08 September 2016

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Estate planning triggers

Although it includes the preparation of a valid Will, effective estate planning goes far beyond one single document.

08 September 2016

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Getting financially prepared to start a family

Having a baby is a wonderful experience, but are you financially ready for it?

07 September 2016

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Federal Budget Q&A – Lifetime non-concessional contributions cap

One of the proposed changes announced in the May Federal Budget was to replace the annual cap for concessional contributions with a lifetime cap of $500,000.

07 September 2016

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The secrets to a healthy work/life balance

Work life balance means different things to different people and for many of us it no longer means working nine to five.

07 September 2016

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Trauma insurance fills the gaps

Heart disease and stroke continue to be the two most common causes of death in Australia for people over the age of 45, and accounted for over 30,000 Australian fatalities in 2012.

07 September 2016

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