Financial Planning

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2022: Investment outlook

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2022: Investment outlook

Despite COVID and inflation worries, 2021 was a great year for diversified investors, with average 'balanced/growth' superannuation funds generating returns of about 14%. And more targeted, growth oriented, portfolios that may have included resource stocks, commercial property, and some international funds (and less cash holdings) performed even better. Of course, the question is - can these strong returns continue into 2022?

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What exactly is the FIRE movement?

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What exactly is the FIRE movement?

In the investment world, FIRE stands for "financial independence retire early". Read on to learn more about the FIRE approach and how you can tailor your saving and spending behaviours to align with your investment goals…

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REVENGE SPENDING: The do's and dont's...

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REVENGE SPENDING: The do's and dont's...

After months in lockdowns and living under tight restrictions, many Australians have gone on a "revenge spending" spree. But before you go out and buy buy buy, do a financial stocktake to see if those purchases are viable and that your emotions aren't ruling your reality…

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How to invest ethically...

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How to invest ethically...

Demand for ethical investing continues to grow, as more people seek to align their investments with their values. So what are your options if you want to invest ‘ethically’ in Australia?

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How to give your finances a health check...

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How to give your finances a health check...

How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take control of your financial future quickly and easily, with a simple financial health check…

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Money worries and your mental health...

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Money worries and your mental health...

Worrying about your finances can take a real toll on your mental health. With many people experiencing financial stress this year, we look at what you can do to improve your financial (and mental) wellbeing…

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What's your risk profile?

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What's your risk profile?

Your attitude to risk is one of the most important factors to consider when it comes to investing…

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How to invest for your children's future...

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How to invest for your children's future...

Every parent wants to give their child the best start in life, even if that sometimes means footing the bill well into adulthood. Fortunately, with good financial planning, you can set your kids up for a bright (and independent) financial future, in just a few simple steps…

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Financial Advice: More than just returns...

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Financial Advice: More than just returns...

Much has happened in the financial services industry following the 2018 Banking and Financial Services Royal Commission – many of the recommendations strengthening consumer protection laws have been implemented and as a result, the wealth management industry as a whole looks very different to what it was pre-Royal Commission…

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What can a financial planner do for me in 2021?

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What can a financial planner do for me in 2021?

With the ups and downs of the COVID-19 pandemic largely behind us, now’s a great time to revisit your finances. So should you seek the help of a professional financial planner, or can you ‘do it yourself’? Read on to find out what a financial planner can do for you.