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How to protect your assets from expensive mistakes

By Katrina Haskew | 28 Nov 2019

Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurances Liability insurance is a must if you want to safeguard your assets…

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Market Update

By Katrina Haskew | 29 Oct 2019

Risk assets faltered • The rally from December resumed with most equity markets up for the month. • Global shares were up 2.3% and 2% in hedged and unhedged terms, respectively. • Domestically, Australian shares underperformed international markets this month…

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leading advice sydney financial planners

The value of having a financial adviser

By Katrina Haskew | 29 Oct 2019

Having an appropriate financial plan in place covers more than just investments and insurance. The same goes for a financial adviser – there are some you will just click with, who can help improve your financial future. Keep on track…

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FROM SHAKESPEARE TO SUPER – MASTERING TIME VALUE AND BEHAVIOURAL BIASES FOR LASTING WEALTH

The power of regular investing

By Katrina Haskew | 29 Oct 2019

One of the world’s most admired investors, Warren Buffett, is famous for saying “Don’t save what is left after spending; spend what is left after saving.” While this approach may not always be possible, investing even just a small amount…

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Social media could influence us to spend impulsively.

By Katrina Haskew | 30 Sep 2019

Can social media use be linked to spending? Research shows it can. For example, one study found that social networks such as Facebook and Instagram can motivate impulsive buying behaviours.[1] But how does social media affect our spending? 1. Advertising Sites…

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Putting your goals first

By Katrina Haskew | 30 Sep 2019

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…

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