Investment market update: What you need to know

February 7, 2018

You may have noticed an increase in stock market volatility this week as the Aussie share market followed a sell-off in America resulting from concerns that interest rates would rise faster than predicted along with unexpected inflation data. As usual, the media jumped at this opportunity to scare the general public. It’s normal for markets...

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

January 24, 2018

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and...

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New Year, New You!

December 27, 2017

Like a lot of people, you have probably made New Year resolutions or promises to yourself that you will change those parts of your life you’re not happy with. And chances are that you have let yourself down by not acting on those promises, or quickly fallen back into old habits. One of the reasons...

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Warmest Wishes & Merry Christmas 2017!

November 28, 2017

In warm appreciation of our association, we extend our best wishes for a happy festive Season and a New Year filled with peace, joy and success! Warmest wishes, Peter, Melissa, Andrew, Chris and Sophie. 

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Set yourself for success with these 7 key steps

November 8, 2017

The months seem to fly past in a blink of an eye and although it feels like we were celebrating Christmas just a few months ago, it’s looming on the horizon again – another year gone! Almost every year we see changes to our superannuation system, interest rates, the stock market and the property market....

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Estate planning for your digital life

October 16, 2017

Many of us have never given a thought to what happens to all our social media accounts, emails, iTunes, passwords and logins when we pass away. Have you ever considered who’s going to close your personal online accounts after you die? We live in an age where practically everything we do is recorded online. We have...

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World Financial Planning Day is here!

October 4, 2017

World Financial Planning Day is a great initiative that will raise awareness of the financial planning profession and reinforce how Australians can save and invest to improve their financial well-being and build a better future. The Financial Planning Association has announced that the Financial Planning Standards Board (FPSB) will be hosting the first World Financial...

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Beat the scammers at their own game

September 20, 2017

We’ve all seen media reports about ordinary Australians losing their entire savings after responding to a phone, email or mail offer that was impossible to resist. While some people may be naïve, scammers are also getting smarter. Financial stings have become a serious threat to Australian consumers and businesses. The Australian Bureau of Statistics reports...

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2017 Financial Planning Week

August 25, 2017

Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the importance of financial planning. The theme for this year is Live the Dream and I think it’s a great reminder of why we need a plan in place to realise our biggest dreams.   To celebrate Financial Planning Week,...

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Having a Game Plan

August 22, 2017

An advisor once said he did not so much have people with investment problems as he had investments with people problems. Your assumed rationality can vanish in a crisis. So why not build your human imperfections into your game plan? Written by Jim Parker – Vice President, Dimensional Fund Advisors When unsettling news is breaking...

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