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Posts by Gerard Haskew

Savings Plan

How can you give your kids a kick start? Starting an Investment Plan now can help! With the start of the School year underway and the first week back over, now is a great time to start a regular Investment Plan. #startnow#investforyourkids #investmentplan #leadingadvice

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Worry-Free Retirement

Time to take action for a worry-free retirement. As another year draws to a close we reflect on the events and changes we have seen and how life seems to pass by more quickly every year. For those of us approaching or in retirement, it’s a great time to take stock of your situation and…

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End of year checklist

It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all. Now is also a great time to reflect on the changes to your situation over the last 12 months and ask yourself – does your financial plan need tweaking or updating?

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When the market doesn't matter

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers  measuring their success by how much they’ve outperformed the market, or their peers, over a given time period. The problem with…

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A Trump Presidency

Market Watch Donald Trump’s victory in the US Presidential election has sent shock waves across the world. Even many Republicans have been surprised by the party’s unexpectedly strong performance, which is likely to see it keep a majority in both the Senate and House of Representatives, as well as winning the Presidency. The implications are…

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Property and super

Beware the pitfalls Recent years have seen a rush of investors buying property through super. But while the strategy has its advantages, there are also some potential risks to be aware of. The pitfalls While property has been a good performer in recent years, property investing still involves a number of risks. Some hidden costs…

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Shot with Ian Thorpe

It was great to get a shot with Ian Thorpe OAM at the AFA National Conference in Canberra. Together with other members of the AFA Community, over $70,000 was raised to support selected conference charity partners menslink, ReachOut, Women’s Housing, Black Dog Institute, and MS Research Australia. Our donation went to ReachOut. In addition, the AFA announced support of…

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Supercharge your portfolios return

How dividends can supercharge a portfolios return As we are in a low interest rate environment at the moment it can be quite lucrative to understand and utilise the benefit of franked dividends, particularly within the superannuation environment.   How does it work? Listed companies that have paid tax at the company tax rate of 30%…

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Market Highlights – October 2016

 Central banks continued to support investor sentiment Share markets moved higher as bond yields remained low The US Federal Reserve (Fed) kept rates unchanged in September Markets in a see-saw At the start of the month share markets were weighed down by concerns that central banks may be withdrawing stimulus with bond yields increasing and…

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Income Protection Claim Paid

One of our valued clients, Jodie, recently suffered an injury to her shoulder on a weekend when she was at home with her family. The broken shoulder forced her to take 30 days off work to seek medical treatment and begin the road to recovery. As Jodie is the primary income earner for the family and had…

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