Tag Archives: Financial Advice

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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Super Health

Posted on08. Sep, 2011 by .

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Thanks to better health and treatment for disease, we are all living longer and as a result will have many more years in retirement which means we need more savings and more superannuation.

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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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It pays to have Trauma Insurance

Posted on14. Mar, 2011 by .

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While it’s not nice to think about, trauma insurance can be viewed as “recovery insurance” – taking the pressure off while you focus on recovering from an illness or accident rather than worrying about your finances. It should be considered an essential part of any robust wealth protection plan, as the case studies below illustrate.

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Make your money work harder

Posted on07. Mar, 2011 by .

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Too young to start investing? It’s never too early to start. In fact, the earlier you start investing, the better – not only will you have more time in the market to increase your potential returns, but you will reap the benefits of compounding interest (or interest on your interest).

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New Years Resolutions: I will manage my money better

Posted on28. Feb, 2011 by .

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At the start of every year we make rash resolutions aiming to overcome the excesses of the year before. Just like dieting, we pledge to stick to a more frugal budget, cut down on spending and watch our figures!

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Tax and children’s investments

Posted on11. Jan, 2011 by .

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Every parent, and grandparent for that matter, wants the best for their children, so if you are in a position to invest money specifically for your children’s future, you should follow the same approach as if you were investing for yourself.

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