Preparing for EOFY: Financial Planning Tips Before June 30th

As the end of the financial year approaches in Australia, many people begin thinking about tax returns and financial planning. However, effective EOFY planning often happens before the 30th June rather than after it. By reviewing your financial position ahead of the deadline, you may be able to identify opportunities to improve your tax position…

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New Year, New You: 3 Simple Steps to Smarter Financial Goals

The start of a new year often brings renewed motivation. Many of us set goals around health, lifestyle and personal growth and for many Australians, one of the most common resolutions is to get smarter with money. It’s a great intention, but on its own it can be hard to act on. Financial progress doesn’t happen…

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End-of-Year Financial Checklist: Is Your Plan Still on Track?

As the year draws to a close and thoughts turn to spending time with family, friends, and perhaps enjoying a well-earned break, it’s also an ideal time to pause and reflect on your financial position. Over the past 12 months, a lot may have changed your income, expenses, family circumstances, goals, or even how comfortable…

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New Year, New You: 3 steps to successful financial goal setting

One of the most common resolutions Australians make – outside of the gym or the kitchen – is to become smarter with their finances. But “get smarter with my finances” doesn’t exactly fit the all-important “SMART” criteria for goal setting: Specific, Measurable, Achievable, Relevant, and Timely. Improving your finances can mean a million different things…

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Setting realistic goals in 2018

Setting goals at the beginning of each year helps give direction in the year ahead. It provides clarity and helps you to know where to focus your attention and activities – what to say yes to and what to say no to. Goals shape your year, rather than having the year shape you. Below are…

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