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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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7 Habits You Can Adopt To Save More Money

April 4, 2017

Saving money can be a challenge for any of us at the best of times. However, even a small change in your daily habits could boost your savings potential ten-fold. Here are 7 habits you can adopt to save more money.   1. Learn the difference between saving a $ vs. %   Saving 5% on an item...

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The $2.5 billion lost super pot – could some be yours!?

December 15, 2016

Keeping track of multiple bank and super accounts can sometimes be difficult. Some common reasons as to why and how we loose track of accounts can include: we move often and change address we move overseas life gets complicated and we simply just forget!   Super There is approximately 15 million Australians who are yet to...

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Achieve your life goals with professional wealth management in Canberra

October 30, 2016

If you are among the 63 percent of Australians who haven’t made plans to practically achieve their dreams, the time is ripe to talk to our Canberra wealth management professionals. What are your life goals? Do you want to travel extensively? Do you want to finance your children’s school education or buy a coastal holiday...

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Why Gen Y should hold off buying a home

October 28, 2016

  There’s been a lot of controversy over how millennials can afford to buy a home. The better question to ask is why would Gen Y want to buy a house right now? Business reporter Michael Janda gives eight good reasons not to The big controversy this week was whether Gen Ys should forgo some...

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Financial services help Kiama parents set kids up for life

September 27, 2016

All parents want the best for their kids. We want them to live well, enjoy themselves and be healthy, happy and successful members of the community. And that’s why many parents turn to our financial services team in Kiama for advice on the best way to help their children financially. From assisting them to buy...

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Lending money to friends or family – should you do it?

September 13, 2016

What would you do if a family member asked to borrow money – besides the less painful option of beating yourself over the head with a fence paling? You want to help, but you’re right to be wary. It’s a difficult subject that despite everyone’s best intentions, often ends in tears. You’ve worked hard, saved...

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