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Insights and advice to inform and shape your financial fitness

USING THE NEW FINANCIAL YEAR TO RESET FOR WEALTH CREATION

Sometimes, there is no better feeling than drawing a line in the sand and starting fresh. For financial planners, the financial year changeover is one ...
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FAMILY TRUST AND CASE STUDIES

Benefits of a Family Trust What is a Trust? You have probably heard terms like family trust and unit trusts in the context of investments. ...
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STARTING AN SMSF

A self-managed super fund (SMSF) allows you to run and manage your own super privately, rather than being a member of an industry or a ...
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BUDGETING – MASTERING THE SKILL OF SAVING

It is much easier and more enjoyable to take the income, the money we have earned and worked hard to receive and spend all of ...
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SUPERANNUATION … HOW TO RETIRE FINANCIALLY SOUND?

Many of us turn a bit of a blind eye to superannuation. We know it is there and we know it is ours – we ...
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PATH TO FINANCIAL INDEPENDENCY

Sometimes not knowing if what you are doing is working, is hard and often frustrating. If we keep on doing the right things the results ...
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