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Thoughts

We know life insurance can feel morbid and boring, but is a crucial component in your financial plan. We tackle six misconceptions to provide a better understanding on why you may need insurance and other important considerations to consider.

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The silly season can be a time of fun and frivolity, but it can also take its toll on our mental health. Spending time with or without family and friends, financial stresses, packed calendars and long to-do lists might seem overwhelming, and more stressful than day-to-day life.

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There are several simple ways to keep your Christmas budget from blowing out of control. For instance, a trusty savings plan and traditional lay-by services are two of the best ways to save money this Christmas. However, we’ve compiled a list of other tips and tricks that you may not have considered

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Aged care can be a tough subject for many families to broach, but as we enjoy longer lives, there’s a growing likelihood that at least part of our final years will be spent in formal care.

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Our overconfidence in our abilities can lead us to overestimate our ability to pick investments and estimate future performance. We also mention some investing principles that can help overcome overconfidence with regards to investing.

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There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money, not simply how much it makes. In our latest blog we explore the rise of sustainable investing in more detail.

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Last night our Federal Treasurer Josh Frydenberg, released the Governments 2020-21 Budget which outlined Australia's economy recovery plan to create jobs, rebuild the economy and secure our country's future.  

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Thinking of starting a family? Do you want your children to be financially secure when they turn 18? Planning on leaving a gift for your grandkids when your gone? There are a lot of common questions asked by clients when thinking of contributing financially to their kids. This blog explores the options from bonds and term deposits to shares, property and super.

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A question commonly asked by our clients is explored by our adviser Kathryn in our latest blog. This year we have been faced with significant health risks and changes to family life due to COVID-19, it is important to understand how your loved ones will be looked after should something happen to you.

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