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Should you own the roof over your head?

Posted on 03. Oct, 2016 by .

When it comes to the rent-versus­ buy debate, like many of our clients you may be weighing up the pros and cons. You might be thinking that you’d love to buy a house but it all seems out of reach right now. Are you asking whether it’s still a good idea to invest in property […]

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Social Security Age Pension Assets test changes in January 2017

Posted on 01. Sep, 2016 by .

You may be aware that the Age Pension assets test will change from 1 January 2017, impacting the thresholds by which the value of assets owned (excluding the family home) are based on, before you may lose your eligibility for the Age Pension. These changes are aimed at increasing the amount of people eligible for […]

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Helping baby boomer widows get the financial advice and support they need

Posted on 28. Aug, 2016 by .

All across the world, women enjoy longer life spans and live on average 5% longer than men. According to the world health statistics – The gap between male and female life expectancy is greater in high-income countries, such as Australia, where women live around six years longer than men. So what does this remarkably consistent […]

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Peter White joins Abound Financial and Lifestyle Planning

Posted on 14. Aug, 2016 by .

Peter White joins Abound Financial and Lifestyle Planning as a new adviser Firstly, we are delighted to announce that Peter White has recently joined the practice as a Financial Adviser.  Peter joins us from an independent practice in Hawthorn where he provided ongoing reviews and analysis for their clients. When you are next in the […]

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Retraining your savings brain

Posted on 01. Aug, 2016 by .

Where there’s a will there’s a way, especially when it comes to saving. The latest scientific findings reveal that although fewer than 25 per cent of us have a genetic predisposition to squirrel money away for the future, we can all learn to save if we set our mind to it.  According to Dr Hersh […]

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Get ready for the first year of retirement

Posted on 01. Jul, 2016 by .

Will you be a honeymooner, a go – getter or a relaxer? The first year of retirement is one of transition in which you will need to adjust to major changes that can bring big rewards. Some of the changes may include; preparing mentally for the shift to not working full-time, adjusting to not getting […]

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2016 – 17 Federal Budget

Posted on 02. Jun, 2016 by .

4 May 2016 Federal Treasurer Scott Morrison put forward a number of proposed changes, mainly around contributions to superannuation and taxation, in his budget speech. Here’s a brief roundup of what the proposals could mean for you-whether you’re starting out in your career, taking care of family, on the cusp of retirement or enjoying life […]

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Heirlooms no more – why kids no longer want parents’ treasures

Posted on 03. May, 2016 by .

If you are a baby boomer, you might be thinking about gifting some of your treasured possessions – especially if downsizing is on the horizon. But if you were planning to pass them on to your kids, you could be in for a surprise. Increasingly, millennials aren’t interested in inheriting that large landscape oil painting […]

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A bump in the road, then a new start

Posted on 04. Apr, 2016 by .

Taking stock of how your life’s traveling at the start of a new year is a great idea but you might feel more urgency if you’ve recently come to the end of a serious, long term relationship or gone through a divorce. What’s next, you want to know. How do you rebuild your life, is […]

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Women are building financial intelligence

Posted on 04. Mar, 2016 by .

International Women’s Day on 8 March encourages us to aim for parity for women. On average, Australian women are paid 17.1% less than meni. They also tend to spend more time away from paid work to have children and care for loved ones which impacts their income, savings and superannuation. The good news is things […]

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