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Financial Planning, Retirement Planning
What is your aged care funding strategy?
We’re an ageing population; the media keeps reminding us, as does the government, but are we prepared for what this means? As a society? As individuals? One thing’s for sure – it’s something we cannot ignore. According to the Australian Bureau of Statistics, in 2021 around 4.3 million Australians were aged 65 and over. Consider […]
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Financial Planning, Life Insurance
Protect Yourself Through Superannuation
The attractiveness of superannuation as an investment and savings vehicle is well known. Although the federal government places limits on the amount of tax-effective contributions we can make, the ability to structure insurance arrangements through super remains. How does insurance through super work? The types of insurances considered here are limited to those that relate […]
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Financial Planning, Life Insurance
Reducing the Most Important Risk to Business
Business owners often overlook the potential for risks and the impact they may have. The main reason most business owners would give for this oversight is they are just too busy working in the business to focus on what “might” happen. And often the risks are assessed only of after a risk event and sometimes […]
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Retirement Planning
What is the Home Equity Access Scheme?
Approximately 1.8 million Australian homeowners receive some level of age pension, with around 700,000 on a part pension. What many of these part-age pensioners may not know is that, along with recipients of the disability support pension, carer payment and some other Centrelink payments, they are able to access some of the equity in their […]
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Budgeting, Financial Planning, Investing
Is FIRE For You?
FIRE… Financial Independence, Retire Early. Sounds nice, doesn’t it? It’s easy to see why the FIRE movement is burning hot across the younger generations. The notions of financial independence and early retirement are surely appealing to the majority. But as with most good things, it comes at a price, and it’s important to weigh up […]
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Financial Planning
What to do if interest rates go up
Higher interest rates can present unique opportunities for saving and potential portfolio rebalancing. As inflation continues to challenge the economy, it’s likely we’ll see interest rates rise and economic activity slow. However, that doesn’t have to be cause for panic—higher interest rates can present unique opportunities for saving and potential portfolio rebalancing. What do interest […]
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