Archive for 'Financial Planning'

Wealth health check – Part 3 Retirees (aged 65+)

Posted on27. Feb, 2012 by .

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Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Retirees – Ensure you don’t run out of money…

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Wealth health check – Part 2 Builders/Pre-retirees (aged 45-65)

Posted on20. Feb, 2012 by .

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Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Builders/Pre-retirees (aged 45–65) – Stay cash flow positive, increase contributions to super, split income where possible to save tax…

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Wealth health check – Part 1 Accumulators (aged 25-45)

Posted on13. Feb, 2012 by .

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Are you keeping your finances healthy by doing the right thing at the right time? Taking the best action at the optimum time can be crucial to your financial future. Part 1 Accumulators (aged 25-45).

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The life cycle of financial planning

Posted on17. Oct, 2011 by .

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No matter what stage of life you currently find yourself in, there is a role for financial planning in order to ensure that your future, and the future of those that you care about, is well looked after. Taking care of yourself allows you more time to achieve goals that you are passionate about. Importantly, it’s never too late to start, and never too early to begin.

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Facts of Life: Keeping up with Ageing

Posted on19. Sep, 2011 by .

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Thanks in part to the prosperity and prolific creativity of the Baby Boomer generation and their fixation on living longer and maintaining their health (and their youth), we can all anticipate longer lifespans.

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Our Place in Asia

Posted on21. Aug, 2011 by .

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Australia is more reliant on Asian economies than European. China is Australia’s number one export destination, accounting for 70% of our exports to Asia. Over the past 12 months, 21% of the country’s exports went to China, with iron ore making up the bulk of those. Japan 15% is our second largest, followed by India 6%, Korea 7% and the US 3%.

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A second chance for your New Year’s financial resolutions

Posted on08. Aug, 2011 by .

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Did you make a financial News Year’s resolution last year that you haven’t gotten around to yet? The great news is, you have a second chance! 1 July 2011 marks the start of the 2011/12 financial year and you still have a chance to fulfil on last financial year’s promises.

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Financial Planning For End of Year

Posted on20. Jun, 2011 by .

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With 30 June fast approaching, we thought it would be appropriate to remind you of two things you should consider in terms of financial planning before the end of the financial year.

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Property Versus Shares

Posted on28. Mar, 2011 by .

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One of the most common backyard barbeque debates in Australia relates to which provides better investment returns — property or shares? Australians are widely known to have had a long love affair with direct property, but an interest in sharemarket investing has also been on the rise over recent years.

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To buy or not to buy? That is the question.

Posted on21. Mar, 2011 by .

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According to expert portfolio managers, two of the best times to buy equities during this investment lifetime were after the economic recoveries of 1974 and 1990. The lead-up periods to each of these recoveries were also the closest in terms of economic meltdown to what we have recently been through, and are facing now. In 1974 and 1990, after the first spurt of economic growth, growth decelerated again (as it has in this past quarter) before the economy took off again.

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