Personal Assets and Wills – Preparing for the unexpected with an estate plan

Personal Assets & Wills Preparing for the unexpected with an estate plan Your personal assets and your Will are probably the last things you want to think about. However, having a plan in place regarding your estate plan after you are gone is important.…

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The holiday home romance – is it worth it?

Most of us aren’t lucky enough to own a beautiful holiday home to relax in any time of the year. Instead, we choose to relax in a hotel getaway which might have sandy beaches and ocean breezes. And most times, you wish your holiday romance could…

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A helping hand for first home buyers

Are you a first home buyer who is struggling to save a 20 per cent deposit on a house? Do you know about the First Home Loan Deposit Scheme? This is a recent Australian Government initiative which may allow you to buy your first home sooner…

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The financial tips you need to know for your phase of life

Each stage of life holds unique financial opportunities - but to take advantage of them, someone needs to let you in on the secrets of how they work and what they can do for you. This article takes you on a journey through five financial phases…

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The growing popularity of neobanks in Australia

Neobanks are becoming increasingly popular in Australia as people look for different avenues to manage their money. With the recent Royal Commission  into the big four banks, Australians seem to be looking for solutions outside the big banks for financial products. But what is a neobank…

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Breaking down financial jargon

When it comes to all things financial jargon, you’re not expected to know every phrase. However, it can be beneficial for you in the long run to understand some of the common financial jargon used so you can make sense of what your financial planner is…

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Why ethical investing is important

When it comes to ethical investing, millennials can take a bow. Not only are they concerned about how their super is invested, they’re more likely than any other age group to act on their beliefs when choosing a super fund. Research commissioned by the Responsible Investment…

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Five strategies to kick-start your small business finances

As a new financial year rolls in, it’s a good time to give your small business finances a tidy up! The daily grind and stresses of running a small business can often distract and exhaust many business owners, leaving them rushing and unprepared as they approach…

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What you need to consider before investing

While you may find you’re in a comfortable position with your finances, there are things you need to consider before investing. You know that just having that money sitting in the bank, doing little but perhaps generating a small amount of interest, isn’t financially smart. Establishing…

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Seven money-saving tips to make your finances work for you

It seems we are always looking for money-saving tips. No doubt you would have heard advice like ‘start a budget’ or ‘don’t overspend on unnecessary items’. But these concepts can be vague and mean different things to different people. To help find a way to make…

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