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Wylie’s Second Birthday!

Wylie’s Second Birthday!

We have had an exciting month, celebrating Wylie’s second birthday with a unicorn themed party - we hope you enjoy these photos including a photo of the morning after the night before! Tell us about your financial goals. Book your free consultation call now.

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Celebrating Marcus – 20 years as a Financial Planner!

Celebrating Marcus – 20 years as a Financial Planner!

This month we are celebrating Marcus’ 20 years of being a Financial Planner. In what is an ever changing industry, with a lot of Advisers having exited the industry due to legislative & regulatory changes & requirements, sticking it out and helping people...

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Q&A: Ask a Question

Q&A: Ask a Question

Question 1 When we stop working, how much income will we need to live comfortably in retirement? The amount of income you will need really depends on your current age, desired retirement age, lifestyle expectations, healthcare costs and inflation. You then need to...

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Starting your child’s education fund with ETFs

Starting your child’s education fund with ETFs

Your child’s journey of exploration starts early – from dissecting flowers to building robots, each achievement reveals their potential. As parents, we want to nurture this curiosity, and a quality education unlocks even more possibilities.  Nevertheless, the soaring...

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Transitioning into retirement: What you should know

Transitioning into retirement: What you should know

If you’re close to retirement, chances are you’ve already spent time thinking about how to tap into your superannuation when you retire. Broadly speaking, you have a few options when you retire, as long as you’ve reached the minimum ‘preservation age’ when you’re...

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The advantages of investing early

The advantages of investing early

You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward? Investing: Risky business? When some people think of investing, they focus on the potential for great rewards—the possibility of...

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Preparing your family trust for EOFY

Preparing your family trust for EOFY

With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for family trusts. Discretionary trusts (often called family trusts) are the most common trust used in Australia and are generally created...

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How to end the financial year on a high note

How to end the financial year on a high note

As the financial year draws to a close, it's the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth...

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2024-2025 Federal Budget Analysis

2024-2025 Federal Budget Analysis

What does the Federal Budget mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here and now, he...

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Finance Broking

Finance Broking

Mel is now fully up and running with Finance Broking – working with people on home loans, refinances, investment properties, car and personal loans, commercial loans, and SMSF lending to top it off. Our expertise and dedication in finance broking will help you...

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Q&A: Ask a Question

Q&A: Ask a Question

Question 1 I am considering getting Trauma cover for myself however I am unsure on what is the difference between standalone and linked trauma cover. What is the difference? Standalone trauma cover operates independently, offering a comprehensive insurance policy that...

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Develop an investing plan

Develop an investing plan

Planning is the key to successful investing. Creating a plan will help you find investments that fit your investing time frame and risk tolerance, to help you reach your financial goals sooner. 1. Review your finances Before you invest, review your financial...

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When you can access your super early

When you can access your super early

Overview You can access your super early in very limited circumstances, including to pay certain expenses on compassionate grounds, as well as terminal illness, incapacity and severe financial hardship. Access on compassionate grounds You may be allowed to withdraw...

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The potential estate complexities of dying without a will

The potential estate complexities of dying without a will

Having a legally valid will can go a long way to avoiding disputes over the division of your assets.  What did the artist Picasso, musicians Bob Marley and Aretha Franklin, and billionaire entrepreneur Howard Hughes have in common? If you’re thinking they had amassed...

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Markets love certainty, but what happens next?

Markets love certainty, but what happens next?

Financial markets can be like finely tuned racehorses, poised to gallop ahead under ideal conditions but often highly reactive to unexpected events. It’s often said that the markets love certainty. Investors feel more confident when economic conditions are stable and...

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What insurance do you need when buying a house?

What insurance do you need when buying a house?

When getting ready to buy property, there are many things to keep track of as settlement approaches. An important consideration is what you will need in terms of insurance – admittedly not the most exciting part of buying a new home, but one which can save you money...

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How to shift into pension mode

How to shift into pension mode

When and how you can access your super to start an account-based pension. If our working years can be regarded as the time when we aim to build up our superannuation savings, our retirement years can equally be regarded as the time when we aim to spend them. At least...

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Why investors are firmly focused on interest rates

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down. Around the world, just like in 2023, financial markets, investors, and borrowers are firmly focused on what will happen to official interest rates. But unlike last year, when rates...

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New increased super contribution caps

New increased super contribution caps

As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an increase in the caps on contributions from 1 July. The concessional contributions cap, which is the maximum in...

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Securing your passwords online

Securing your passwords online

We spend a lot of time online and don’t often think about the risks involved. Yet if we are not careful, we can make ourselves vulnerable to criminal activity such as hacking, phishing, and identity theft. The annual Cyber Threat Report announced in 2023 a 23%...

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Is it time for bonds to shine?

Is it time for bonds to shine?

The backstory To say that it’s been a challenging period for bond investors for the best part of a decade, is not an exaggeration. If we cast our minds back to 2008, the world was in a precarious situation as the Global Financial Crisis took effect. Central bankers...

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