Articles

Perspectives, tips, commentary, and insights from our team.

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5 key steps to financial success

Embarking on a financial planning journey can often seem like navigating uncharted waters, but with a strategic approach and clear guidance, you can set sail toward a future of financial stability and prosperity.

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Post Christmas Sales: A Survival Guide

This article explores the allure and pitfalls of post-Christmas sales, highlighting the importance of discernment and strategic planning when making purchases.

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Quarterly Economic Update: January-March 2024

We provide commentary on Stage 3 Tax cuts, inflation, property, global share markets, and local employment market.

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Could rent-to-buy be your key to home ownership

This article tells the story of Jared and Nick, first-year apprentices in Australia facing the challenge of entering the property market, who, with the guidance of their teacher and a mortgage broker, explore and successfully navigate a rent-to-buy scheme, ultimately becoming homeowners.

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Unlock the Power of Investment Diversification

This article explores how diversifying your portfolio over different asset classes and industry sectors can minimise risk and provide more stable returns over time.

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Charting a course to financial recovery

This article discusses the rise in Australian household debt, explores the role of Debt Management companies in helping manage debt, and offers alternative strategies to empower individuals towards financial recovery.

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Is Worker’s Compensation Enough?

This article sheds light on the importance of worker’s compensation and the potential gaps in coverage that individuals may face. It encourages readers to think about their own situation and consider if worker’s compensation is adequate, or if Income Protection may be required.

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Avoid passing bad money habits on to your kids

This article explores the impact of parental financial habits on children and advocates for teaching responsible money management from an early age.

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The Importance of Building an Emergency Fund

This article explores the critical role of establishing a financial safety net through an emergency fund, offering practical advice on how to achieve and maintain financial stability in the face of life’s unexpected events.

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Fostering wellbeing in the workplace

Using a case study to highlight the importance of workplace support for mental health, we underscore the significant cost of mental ill-health to businesses, the rising awareness of mental health issues, and the positive impact of organisational support.

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How to ensure your savings benefit your loved ones

This article shows with examples why it is so important to plan ahead to control your superannuation when you are no longer there to do it.

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The challenges of being a carer

This article examines a real-life case to reveal how caregivers juggle financial pressures and emotional challenges. It stresses the importance of caregivers looking after their own well-being, offering practical advice on accessing vital financial assistance.

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