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One in three Aussies travel without protection

December 12, 2017

It’s that time of the year when our thoughts turn to summer holidays, but amid the excitement of choosing a destination, don’t forget to arrange travel cover. In the last three years, one in three Australians have headed off internationally without the protection of travel insurance. If you run into trouble overseas it can be […]

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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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Digital payment may see you spend more this Christmas

November 21, 2017

With the festive season just weeks away, Australians are gearing up for the annual peak spending period, and the growth of digital payment options could be widening the gap between what we regard as our spending limit and the balance of our bank account. The disconnect between cards and cash Credit cards make spending (and […]

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Money mistakes people make in their 50s and 60s

November 15, 2017

Avoid these common money traps to make sure you have enough put aside for a comfortable retirement. When you’re in your 50s and 60s, you know you’ve worked long and hard for what you’ve achieved in life and probably have a fair idea of how you want to live in your future retirement. But it’s […]

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Should you lend money to family?

November 8, 2017

What you should consider before handing over your hard earned savings You may be someone who has helped your family out with a little extra cash here and there. Whether it’s pocket money for doing chores, or money to pay phone bills, go see a movie or buy clothes, for example. But what happens when […]

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Six traits of Australians living the dream

October 25, 2017

Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association.i Here are six traits that have helped them to achieve their dreams. 1. Strong personal habits Australians living the dream are family oriented, spending more quality time with their family during the […]

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How do you help your kids buy a home?

October 18, 2017

Increasing house prices are good news for property owners but can be a bit of a hurdle for people trying to get into the market. If, like many of our clients, your goal is to help your children buy a home, there are a few ways you can help. Perhaps some of the tips below […]

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The key to making it financially

October 10, 2017

If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according to recent research. A study by comparison site Finder found paying off the mortgage is the financial milestone 74% of Australians value most. Having enough […]

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How can money buy you happiness?

September 27, 2017

Dr Michael Norton from Harvard Business School has conducted research which indicates that money can indeed make you happy if you use it to buy experiences, time, or invest in others. Buying experiences – when we buy experiences, we don’t just buy the duration of that experience. Michael’s team’s research found that we’re happiest the day […]

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Ten experiences for $10

September 20, 2017

For the next time you’re itching to get out, but don’t want to spend a fortune, here’s a list of ten things to do for about $10 (or less). 1. Get near some water If you live in Australia, you probably live within 50km of the coastline.i And if you don’t, there’s a good chance you […]

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