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Discuss your financial goals online

If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. We have also considered how we can do this in a safer online environment. We want to make working

By |2020-09-01T10:15:24+10:00August 31st, 2020|Categories: Our News|Comments Off on Discuss your financial goals online

Own, rent or travel – what is your retirement lifestyle preference?

As record numbers of Australians transition into retirement, considering your retirement lifestyle, the cost of living and your expected annual retirement income, is crucial in your retirement planning. For many Australians transitioning into retirement, the increasing cost of housing is a hindrance on people’s ability to pay off their property before they retire, and this

By |2020-09-01T10:15:36+10:00August 31st, 2020|Categories: Our News|Comments Off on Own, rent or travel – what is your retirement lifestyle preference?

Take control of your retirement

Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying age increases by six months every two years

By |2020-09-01T10:15:40+10:00August 31st, 2020|Categories: Our News|Comments Off on Take control of your retirement

Five tips for looking after your large household’s finances

Take the pain out of managing your family’s finances. Taking care of household finances can be taxing, especially if you have a big family. But with proper planning and budgeting, there’s no need to stress. Here are some tips to help you effectively manage your household finances. 1 | Examine your finances Sitting down as

By |2020-08-01T10:28:25+10:00July 31st, 2020|Categories: Our News|Comments Off on Five tips for looking after your large household’s finances

Five financial moves to make in your 40s

In your 40s? Here’s what you need to consider to financially get ahead. Being in your 40s often involves balancing many responsibilities that it becomes easy to neglect your own financial wellbeing. But it’s not too late to secure your future. Here are some tips that may help you financially make the most of your

By |2020-08-01T10:28:26+10:00July 31st, 2020|Categories: Our News|Comments Off on Five financial moves to make in your 40s

HomeBuilder explained

Due to the Coronavirus pandemic, the Australian Government made a number of announcements about relief packages to help Australians through this difficult period. The most recent relief package announcement was to introduce the HomeBuilder scheme in an effort to stimulate the building industry, creating jobs and economic growth, and for those lucky enough to be

By |2020-07-01T10:24:02+10:00June 30th, 2020|Categories: Our News|Comments Off on HomeBuilder explained

Insurance: Get insurance while you’re still bulletproof

According to research by TAL insurance provider the cost of personal insurance soars after the age of 35. This is also the time in our lives that you may be going through significant change such as marriage, children, a bigger mortgage and more responsibilities. In 2019 TAL paid over $2.3 billion to more than 34,000

By |2020-07-01T10:24:03+10:00June 30th, 2020|Categories: Our News|Comments Off on Insurance: Get insurance while you’re still bulletproof