Wealth Accumulation

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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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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.

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Getting your super back on track...

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Getting your super back on track...

If you experienced financial hardship in 2020, you may have decided to withdraw from your superannuation balance to tide you over. Find out what you can be doing to top up your super and keep your retirement savings on track…

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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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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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9 common investment mistakes...

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9 common investment mistakes...

In the confusing and often seemingly illogical world of investing, investors often make of bunch of mistakes that keeps them from reaching their financial goals. This note takes a look at the nine most common mistakes investors make….

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The importance of diversification...

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The importance of diversification...

Diversification, spreading your money across a range of different assets rather than putting it all into one place, is one of the core principles of investment risk management. That's because investment returns from different assets are never consistent…

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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