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The True Value of Advice – Confidence delivered!

By Katrina Haskew | 10 Nov 2021
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Teaching your kids healthy money habits

By Katrina Haskew | 09 Nov 2021

With a few simple changes, you could set a good example for your children. Research shows that parents’ actions affect their children’s behaviour and the effects can last into adulthood.[1] This puts the onus on parents to ensure kids have…

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Is Super worth the hype?

By Katrina Haskew | 05 Oct 2021

As Financial Advisers we talk about superannuation a lot. So much so that it probably becomes a fuzzy word people don’t even hear any more. And the younger you are, the less interested you probably are. But superannuation is super…

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11 tax facts about superannuation

By Katrina Haskew | 17 Aug 2021

Compared to other investment structures, super is widely considered to be one of the most tax-effective investment structures available from a wealth accumulation and cash flow generation perspective. Although not a comprehensive list, below are 11 of the top tax…

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Market Wrap

By Katrina Haskew | 17 Aug 2021

Stocks continue to ignore bonds Global shares rose 1.8% and 4% in hedged and unhedged terms, respectively. Growth stocks outperforming following strong earnings results by tech companies such as Alphabet (owner of the Google search engine). Australian shares underperformed global…

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Tax tips and tax return checklist 2020/21

By Gerard Haskew | 02 Jun 2021

To help you complete your tax return, especially if you’ve been working from home , thischecklist outlines income and expenses you need to disclose to the Australian Taxation Office(ATO) when lodging your return. We’ve also provided an overview of the…

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