Tag Archives: Financial Planner

How to identify (and beat) your spending triggers

Posted on 01. Nov, 2020 by .

Are you buying more to perk yourself up? You aren’t alone. Since the start of COVID-19, there’s been an increase in online shoppingi. But, if you want to get a handle on your add-to-cart habit, understanding why you spend money can help bring your purchasing patterns in line with your financial goals. We often talk […]

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Would you like to retire by 40?

Posted on 01. Mar, 2019 by .

Many younger Australians are joining the Financial Independence, Retire Early (FIRE) movement. Is it right for you?  When you’re starting out in the workforce and building your career, retirement can seem like a long way away. And with the age at which you can access your super and age pension creeping up—not to mention the […]

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Financial Adviser JV Business Opportunity

Posted on 17. Jan, 2018 by .

Business opportunity for an experienced Financial Adviser We have a unique opportunity for a Financial Adviser who has 6-7 years experience as a financial adviser in Melbourne CBD and wants to grow their own Financial Planning business while receiving a salary and being supported by a dynamic team. We at Abound Financial & Lifestyle Planning […]

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Six traits of Australians living the dream

Posted on 01. Dec, 2017 by .

Published in August 2017 by AMP Advice Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association.¹ Here are six traits that have helped them to achieve their dreams. 1. Strong personal habits Australians living the dream are family oriented, spending […]

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A rough start to the year, which could have further to go. Seven reasons not to get too concerned though

Posted on 01. Feb, 2016 by .

Key points > Financial markets have started the year on a rough note as last year’s worries about China and global growth in the face of US monetary tightening continue. > This could drive more short term weakness. However, in the absence of US/global recession, which still seems unlikely, it’s hard to see a GFC […]

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It must be true, I saw it on the news

Posted on 14. Jan, 2016 by .

  “Good evening and welcome to the evening news. Our top story – the All Ordinaries rose by one point on limited trading with little economic data of any consequence released today”. That’s a line viewers are unlikely to hear when they flick on the 6pm news. It’s not very dramatic, and it’s not bad news. […]

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When starting a family, plan early.

Posted on 07. May, 2013 by .

It is estimated to cost more than $1 million to raise the average Australian family of 2.7 children up to age 24. 1 So the more financially prepared you are for the patter of tiny feet, the more you will be able to cope as they grow into their size 11 boots. Preparation needs to start even before you are […]

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

Posted on 13. Feb, 2012 by .

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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Fabulous 50s: fighting fit, having fun, facing the future

Posted on 08. Sep, 2011 by .

Life in your 50s can be great. You have made a dent in that huge mortgage, the kids have probably grown up and are not dependent on you, your career may be at its peak, so what is next financially?

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