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Financial Freedom

What is Financial Freedom, how is it different from Financial Independence and how do you achieve it?

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Financial Literacy

One thing it’s important to understand, is being highly educated does not necessarily mean you have good financial literacy. The two do not always go hand in hand

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Bull vs Bear Market

Understanding the difference between a Bull & Bear Market, combined with the opportunities they present, can help greatly when formulating an investment strategy.

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Stocks And Shares – What You Need To Know

So, when it comes to stocks and shares, what do you need to know before investing? Understanding the language can be a great first step.

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What To Do With An Inheritance

Sometimes in life a small or not so small windfall comes our way. It can be tempting to rush out and spend it, but it is worthwhile taking the time to think about how best you can make this money work for you.

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Financial Planning For Women

While preparing a financial plan is much the same for men and women, there are a few key things we need to factor in when developing financial plans for women.

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Retirement Planning Strategies

It may seem obvious, but lack of planning is what can lead to disappointment come your retirement party.

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Independent Financial Advice

How do you make sure the advice you are getting is independent and perhaps more importantly transparent?

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Are Gifts Tax Deductible?

According to the Tax Office, not all gifts are created equal.  Depending on the type of gift, and more specifically, to whom the gift is made, the tax implications of gift giving differ.

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What Are Family Trusts?

These days setting up a Family Trust Fund is not just for the wealthy. Many small business owners are using the vehicle of a Family or Discretionary Trust to protect their family from potential loss, whilst at the same time taking advantage of tax benefits.

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Portfolio Reviews & Effective Approaches

So, you have a financial plan in place.  You’re set.  Right?  Well, for a while at least.  While financial experts sometimes disagree on methods or theories, there is one thing they all agree on,  this is not a set-and-forget activity.

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June Tax Preparation Tips

Tax time is one of those chores of life that nobody enjoys.  It can be a real pain.  Not only do you have to scramble to find all the receipts and statements you have misplaced over the course of the year, but there is often a fear that you will end up with a great big, unexpected tax bill. Or even worse – get an audit notice.

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Best Way To Begin Investing

Not sure what the best way to begin investing? For many people, the prospect of starting the investment journey is daunting. How much do I need? What should I invest in?  How can I make sure I make the right decisions?

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How To Build Your Investment Portfolio

How To Build Your Investment Portfolio – Assets, Risk & Return

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The Compound Interest Formula

It’s likely you have likely heard this term the compound interest formula, bandied around a lot in financial circles. 

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The Impact Of Compound Interest

Almost unbelievably, the last time there was a rate rise in Australia was November 2010, when the rate went from 4.5% to 4.75%. It’s been…

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How to be Financially Independent

We all strive for financial independence in retirement.  But what if you could achieve…

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Investing In A Low Interest Rate Environment

Almost unbelievably, the last time there was a rate rise in Australia was November 2010, when the rate went from 4.5% to 4.75%. It’s been…

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Where Should I Invest?

It is important to consider your goals and objectives as well as your desired investment timeframe when you are considering we should invest.

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Congratulations on Your Retirement… Now What??

Well done… You’ve made it! It’s now time to leave work and retire.

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Is Your Business Protected?

All business owners are aware of business insurances that cover for theft or damage of business infrastructure or stock, however…

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Do I Need Personal Risk Protection?

Just like a high rise building, a strong financial plan is only as good as it’s foundations where the foundations of a financial plan include aspects such as spending habits and discipline to continue making investments or contributions.

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Benefits of an Accredited Finance Broker

Whatever your goals may be, whether it’s securing a loan for your first home or an investment property, establishing a business, refinancing your existing loan to reduce your interest costs…

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Ready to get started?

We’re here to help, whatever your needs.

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