Retirement

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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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How often should you check your investment returns?

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How often should you check your investment returns?

Before you started reading this article, did you already do a check-up on your investment portfolio value? If you did, and do so just about every day, you're certainly not alone.

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Superannuation health check...

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Superannuation health check...

Does your super deserve a clean bill of health? Managing your super might seem tricky, but it doesn’t need to be. With a few simple tweaks, you can put the basics in place to last you a lifetime. Here’s how to do a quick and easy health-check on your super.

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Active, index, or both?

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Active, index, or both?

Instead of choosing between index and active investing, consider the core-satellite approach wherein the best aspects of both strategies are combined to construct a portfolio…

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Sweet spot...

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Sweet spot...

Jason Todd, Head of Wealth Management Investment Strategy at Macquarie Group, presents an excellent summary current economic and market conditions…

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The importance of starting point valuations...

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The importance of starting point valuations...

It makes sense that the cheaper you buy an asset the higher its prospective return will be. However, this is frequently forgotten with investors often tempted to project recent returns into the future regardless of valuations…

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Rates remain unchanged...

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Rates remain unchanged...

The RBA has left rates on hold at their effective lower bound of 0.1 per cent, saying, “The board remains committed to maintaining highly supportive monetary conditions until its goals are achieved.”

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The risks in hunting for higher returns...

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The risks in hunting for higher returns...

How much investment risk are you willing to take?

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Let's talk about a market downturn...

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Let's talk about a market downturn...

It’s always the right time to talk about long-term investing, and now might be a particularly good time…

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How to achieve investment success in 2021...

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How to achieve investment success in 2021...

Elon Musk, the 49-year-old founder of U.S.-listed electric vehicle maker Tesla, generated global headlines once again last week when he achieved the status as the world's richest person….

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The perks of staying invested...

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The perks of staying invested...

Around this time last year, as with every year, forecasts of how investment markets would perform in 2020, were in abundance…Read on

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Money pours into ETFs...

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Money pours into ETFs...

As many of us begin to adjust our lives to a COVID normal Australia, some of us are emerging from the lockdown experience armed with new skills or hobbies picked up since the pandemic impact hit in the first quarter of the year…