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Winnie’s 3rd Birthday!

Winnie’s 3rd Birthday!

We started this month celebrating our eldest daughter Winnie’s 3rd birthday! Winnie loves Elsa from the movie Frozen, so she had an ‘Elsa cake’, wore an Elsa dress, and had a wonderful time with her friends. We took the girls to a farm to get up close to some of their...

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Managing your financial health

Managing your financial health

Understanding financial health Financial health is an important part of our lives. When we take care of our financial health we can better manage financial stress and achieve our financial goals. Financial health is made up of three components: the ability to meet...

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How regular investments turned $1,000 into $775,000

How regular investments turned $1,000 into $775,000

A simple ongoing investment strategy can deliver substantial returns over the long term. The Australian share market, when measured by the broad S&P/ASX All Ordinaries Total Return Index, has delivered an average annual total return of 9.2% since mid-1993. Thirty...

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Mistakes to avoid when markets are turbulent

Mistakes to avoid when markets are turbulent

These three common mistakes are easy to avoid. Making them could be costly.  It’s understandable that heightened share market volatility can be very unsettling for investors. And there’s a reasonable chance that markets will remain volatile over the medium term, with...

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Tax changes – what it will mean to me

Tax changes – what it will mean to me

Prime Minister Anthony Albanese has announced proposed changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.i Now is the time to assess what it...

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Our Christmas break

Our Christmas break

We had a quiet Christmas with the morning at the beach with the girls, and family over for a late lunch. We took the girls on a road trip to Mel’s friend’s farm near Ballarat for New Years, with a few nights in Albury on our way there and Wagga Wagga on the way home....

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Returning to work after retirement

Returning to work after retirement

Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some retirees back to work. But it’s smart to get good advice before you take the leap. With unemployment rates at...

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Manage the cost of living

Manage the cost of living

Here are some quick ways to reduce your living costs. Having a money plan helps you stay on top of your spending and bills. There's also free support and services to go to if you're feeling overwhelmed. If you're in crisis and struggling to pay for essentials, there...

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How will you use your super?

How will you use your super?

We spend decades watching our super balances grow but for those thinking about retirement in the next few years, it can be confusing to work out how best to use your super. Here are some of the considerations for the popular options. Easing into retirement You can...

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Australians need help on how to manage huge wealth transfer

Australians need help on how to manage huge wealth transfer

Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers are well-placed to meet those needs, according to the findings of a new report from...

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Salary sacrifice – no sacrifice at all

Salary sacrifice – no sacrifice at all

Salary sacrifice is an agreement with your employer to contribute a certain amount of your pre-tax salary or potential bonus into your super. The aim is to potentially reduce your tax and boost your super balance at the same time.

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Setting financial goals as a couple

Setting financial goals as a couple

When you start making financial plans as a couple, chances are you’ll both come across financial pain points. It’s important to recognise them for what they are and work on solutions.

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Wylie’s first steps

Wylie’s first steps

And just like that we have another walker! Can you hear her proud sister in the background? Look out world, she's on the move! Press play on the video above to see Wylie in action.Tell us about your financial goals. Book your free consultation call now.

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Prepare to retire

Prepare to retire

Preparing to retire is emotional and practical. Making a retirement plan can help you manage your finances, and cope better as your life and priorities change.

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Trusts and the new super tax rules

Trusts and the new super tax rules

Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to save for retirement.

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Aged Care Financial Planning

Aged Care Financial Planning

When looking into the financial elements associated with planning for aged care, there is a lot of information out there which can be confusing. With this in mind, it’s important to have your questions answered by those who are experts in finance specialising in the aged care industry.

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Why young investors are more risk-averse

Why young investors are more risk-averse

Young Australian investors aged 18 to 24 are likely to be more risk averse than their older counterparts and least likely to tolerate moderate or high variability in their investment returns.

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