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Featured
How to Survive a Divorce
Nov 26, 2024
How to Survive a Divorce
Nov 26, 2024

Going through a divorce can feel like your world has been turned upside down. I know this firsthand.

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Nov 26, 2024
pexels-karolina-grabowska-7680547.jpg
Oct 2, 2024
Oct 2, 2024

We all know that building wealth isn't a one-size-fits-all approach. It’s personal. Your strategy should reflect your age, goals, and unique circumstances. Whether you're just starting your career in your 20s, navigating your 40s, or preparing for retirement, your approach needs to evolve with your life. Here’s a guide to making smart financial moves at every stage of life.

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Oct 2, 2024
StockCake-Pensive-professional-woman_1724177193.jpg
Sep 20, 2024
Sep 20, 2024

In my financial planning practice, women, especially those nearing their 50s, frequently seek advice and reassurance on their retirement plans.

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Sep 20, 2024
pexels-tima-miroshnichenko-6693661.jpg
Apr 26, 2024
Apr 26, 2024

Financial independence and security are crucial for everyone, but especially for women who often face unique challenges.

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Apr 26, 2024
divorce-7526848_1280.jpg
Feb 23, 2024
Feb 23, 2024

While I can't influence personal choices like whom to marry, it's clear that divorce rarely improves one's financial position. Yet, the true value of freedom, safety, and happiness—how do we value that?

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Feb 23, 2024
Top 20 Reflections and Goals for 2023 Balancing Professional and Personal Growth.jpg
Dec 22, 2023
Dec 22, 2023

In the journey of life, finding balance and growth in both our professional and personal spheres is key to a fulfilling and successful year ahead; thus, this top 20 list explores critical reflections and goals that span the realms of career and personal development for 2023 and 2024.

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Dec 22, 2023
19 Tips for your best life after retirement.jpg
Dec 22, 2023
Dec 22, 2023

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth.

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Dec 22, 2023
Preparing for retirement in today’s world.jpg
Dec 22, 2023
Dec 22, 2023

To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance.

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Dec 22, 2023
Some handy tips to future-proof your family finances.jpg
Dec 22, 2023
Dec 22, 2023

If there’s anything people learned from the recessions and global crises of recent past, it’s that no one is immune to economic upheavals.

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Dec 22, 2023
clint-patterson-1-wBnPhsmJY-unsplash.jpg
Dec 12, 2023
Dec 12, 2023

Happy Holidays

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Dec 12, 2023
Common Investment Pitfalls to Avoid.jpg
Dec 12, 2023
Dec 12, 2023

Investing, a realm filled with potential opportunities and pitfalls, demands careful consideration to navigate successfully.

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Dec 12, 2023
20 investment mistakes to be aware of.jpg
Dec 3, 2023
Dec 3, 2023

Investment, a field where even the most astute can stumble, is rife with potential missteps. However, these errors often serve as valuable learning experiences, offering insights for crafting more robust investment strategies.

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Dec 3, 2023
Oliver’s insights Five reasons to expect the $A to rise providing recession is avoided.jpg
Dec 3, 2023
Dec 3, 2023

There is a case for Australian-based investors to tilt a bit to hedged global investments but while maintaining a still decent exposure to foreign currency.

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Dec 3, 2023
shutterstock_debt-management.jpg
Nov 24, 2023
Nov 24, 2023

Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being.

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Nov 24, 2023
Oliver’s insights nine key things for successful investing.jpg
Nov 24, 2023
Nov 24, 2023

Successful investing is not always easy and can be stressful. Even in good times. For this reason, it’s useful for investors to keep a key set of things in mind.

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Nov 24, 2023
Navigating the Emotional and Financial Aspects of Inheriting Wealth.jpg
Nov 16, 2023
Nov 16, 2023

Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities.

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Nov 16, 2023
Investment markets and key developments  Weekly market update 10 11.jpg
Nov 16, 2023
Nov 16, 2023

The next 12 months are likely to see a further easing in inflation pressure and central banks moving to get off the brakes. This should make for reasonable share market returns, provided any recession is mild.

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Nov 16, 2023
Understanding debt recycling Good and bad debt.jpg
Nov 9, 2023
Nov 9, 2023

Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific situation.

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Nov 9, 2023
Understand if a Self Managed Super Fund (SMSF) is right for you.jpg
Nov 9, 2023
Nov 9, 2023

A self-managed super fund (SMSF) is a private superannuation fund that individuals in Australia can manage themselves.

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Nov 9, 2023
Managing Finances and Lifestyle Activities Across the Four Phases of Retirement.jpg
Nov 2, 2023
Nov 2, 2023

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career years.

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Nov 2, 2023
Understanding the Five Pillars of Personal Finance.jpg
Nov 2, 2023
Nov 2, 2023

When it comes to managing your money, it’s crucial to have a comprehensive understanding of the five key areas of personal finance: income, spending, saving, investing, and protection.

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Nov 2, 2023
Investment markets and key developments  Weekly market update.jpg
Nov 2, 2023
Nov 2, 2023

Most global share markets fell again over the last week on the back of ongoing worries about high bond yields, the war in Israel and some mixed US earnings results

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Nov 2, 2023
Managing Personal Finances A Comprehensive Guide.jpg
Oct 26, 2023
Oct 26, 2023

The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about the fundamental aspects of finance, such as retirement planning and investment basics, indicating the broad relevance of this topic.

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Oct 26, 2023
Consultations are underway for changes to superannuation.jpg
Oct 26, 2023
Oct 26, 2023

From 1 July 2026, employers will be required to pay their employees’ super at the same time as their salary and wages.

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Oct 26, 2023
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General Advice Warning: The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.

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