Category: Investment

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Spread your money, reduce risk

April 18, 2018

Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs in one, or just a few, baskets. A recent study by the Australian Securities Exchange (ASX) found 40% of investors admit they don’t have a diversified […]

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Benefits for first home buyers and downsizers

April 11, 2018

Changes aimed at improving housing affordability have passed through parliament. See what the new rules could mean for you. Government proposals around improving housing affordability in Australia were passed through parliament on 7 December 2017.i As part of the changes, first home buyers will be given a tax concession through the ability to save for […]

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Bitcoin – is it really for you?

March 21, 2018

Over the past 12 months many clients, investors and people in the finance industry have received numerous junk emails or unsolicited invitations to start trading bitcoin. This alone is a concern but when heavy hitters like the International Monetary Fund (IMF) start calling out the risks of bitcoin, the warning bells should definitely start ringing. […]

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Simple money steps for women

March 7, 2018

The same approach to managing day-to-day money can be applied to long-term investments. And with International Women’s Day later this week, we thought it would be appropriate to share with you some simple money steps for women. It was Carrie Bradshaw, of Sex and the City fame, who said: ‘I like my money where I can […]

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Does property always go up?

February 20, 2018

It may be time to reconsider some myths about property investment. With so much emphasis on property in the media, it can be difficult to sort fact from fiction. But before investing in any type of asset—including property—it pays to consider the pros and cons, and any commonly held misconceptions. Here we bust 3 property […]

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You could find some extra cash for 2018

January 31, 2018

We all dream of an unexpected windfall, and there may be no better way to kick start 2018 than with some extra cash to your name.  With a bit of digging around, it can be possible to find some forgotten funds you’re entitled to. A treasure trove of forgotten cash To begin with, many state […]

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How investors will look back on 2017

November 28, 2017

As we head towards the end of 2017, it’s worth taking a look at how investment markets have fared over the year. It turns out we’ve enjoyed a pretty good 12 months – especially if you haven’t had a significant chunk of your wealth tied up in cash. The last 12 months have been steady […]

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What to do when you come into money

August 30, 2017

Whether you’re faced with an inheritance, redundancy package or winning lottery ticket, it’s wise to consider your financial situation and future goals. For most of us, a financial windfall isn’t something that comes around very often. And while the extra cash is welcome, money matters may be the last thing on your mind if you’re […]

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Where’s the best place to put your money?

April 19, 2017

When it comes to deciding between super and your home loan there’s a lot to consider. If you’re paying off your home loan but you also understand the value in building up your super, you may find yourself trying to balance your present needs with those you’ll have in your future. So how can you […]

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Help achieve your investment goals with dynamic asset allocation

March 1, 2016

It goes without saying that the investment landscape has changed dramatically in recent years. Deleveraging has become an ongoing theme; central banks have played a significant role in guiding the economy and extreme swings in investor sentiment have all contributed to market volatility. All this will likely continue to impact the reliability of future investment […]

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