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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…
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Longevity: Are you prepared?
The secret to a happy, long life: exercise, vegies … and a financial plan for your future. All over the world people are living longer. What’s the secret? National Geographic researchers found that the following could add years to…
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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…
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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…
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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…
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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…
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