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Investment Advice

How to be productive with your family finances
Financial PlanningInvestment AdviceMoney Management
May 1, 2018

How to be productive with your family finances, even when your husband’s finding excuses for putting it off until tomorrow

‘I’ll install it next weekend,’ Rob Sinclair said to his wife, Ally, as she looked at him suspiciously.  ‘You said that last weekend . . . and the weekend before…
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Why Direct Property Investment is a natural fit for diversified investment portfolios
Investment AdviceProperty Investment AdviceWealth Creation
April 18, 2018

Why Direct Property Investment is a natural fit for diversified investment portfolios

A well-diversified investment portfolio should serve the purpose of delivering optimal investment returns while managing risk. If your investment portfolio is laden with shares (even listed property), then the returns…
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He spent $40,000 investing in shares and it was abundantly clear he had no idea what he’d put his money into
Investment AdviceMoney Management
March 19, 2018

He spent $40,000 investing in shares and it was abundantly clear he had no idea what he’d put his money into

Eddie Thompson looked on with astonishment as Lewis Sanchez tried but failed to hide his confusion.  The question hung in the air awkwardly as Lewis’ eyes glazed over and he…
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the true cost of ongoing financial advisor fees
Investment Advice
February 22, 2018

The True Cost of Ongoing Financial Advisor Fees and Investment Fees on Personal Finances

Ongoing financial advisor fees can cost you over $421,952 or 19.53% in lost retirement savings, and even more if your financial advisor is not cost conscious with your investment selection…
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the biggest investment return in his life
Investment Advice
February 2, 2018

How the biggest investment windfall of his life turned into the worst thing that could’ve happened to him.

‘I can still hear the tenuous echo of the words flying from his mouth as he spruiked his latest stock tip,’ James said to his colleague, Bob, as he recounted…
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the worlds unluckiest investor
Investment Advice
January 20, 2018

What if the only times you invested were at the worst possible times? Meet Australia’s unluckiest investor.

…his timing was abysmal!  The dot-com bubble burst a couple of weeks after he’d invested $150,000. Close to 80% was wiped from the technology sector and in the space of…
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Retire in style

Whether it’s travelling, community involvement or caring for family, we all deserve to live the retirement lifestyle we want.

 

Have you thought of the following:

    -  Will I have enough super?

    -  Will I be eligible for the Age Pension?

    -  Will I work less, stop working or do something different?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

retire in style

Pursue your passion

If a new hobby or interest comes with a sizable price tag, an ongoing financial commitment or takes time away from paid work, you’ll need to think about what you can do to make it a reality.

 

Have you thought of the following:

    -  What is my passion and what will it cost me?

    -  Do I have a budget and savings plan in place?

    -  Am I taking steps to minimise other debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Pursue a passion

Protect my lifestyle

If something happens, like getting sick or injured, the last thing you want to worry about is your finances.

 

Have you thought of the following:

    -  How can I prepare financially for a possible
       change in income?

    -  How can I stay on top of my expenses?

    -  Do I have savings or an emergency fund?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

protect my family

Invest in property

Whether you’re planning to be a first-time landlord or have been in the market for a while, thorough planning is important to making the right decision.

 

Have you thought of the following:

    -  How much can I borrow?

    -  What are the costs and risks?

    -  Could alternative approaches to investing in
       property be suitable for me?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

invest in property

Gain Financial Independence

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

gain financial independence

Give my kids the best chance

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

give them the best chance

Start a family

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

start a family

Be debt free

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

become debt free

Save for something big

It could be a car, holiday, home, wedding or your child’s education—whatever you’re saving money for, organisation and a realistic timeframe could go a long way in helping you to achieve your goal.

 

Have you thought of the following:

    -  What am I saving for and how much do I need?

    -  Do I have a budget and savings plan in place?

    -  Are my debts under control?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

save for something big

Plan a future together

While you may already have shared financial commitments and joint bank accounts, setting yourselves up for the future requires some planning.

 

Have you thought of the following:

    -  Do we have a household budget and savings plan?

    -  What are our goals and financial needs?

    -  Is our financial paperwork in order?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Plan a future together

Buy a home

Buying a home is exciting, even though it’s a big financial commitment. That’s why preparation and readiness could be  the difference between make or break.

 

Have you thought of the following:

    -  How much can I borrow?

    -  Am I across the upfront and ongoing costs?

    -  Are there any government entitlements I may be eligible for?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

buy a home

Simplify your finances

Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.

 

Have you thought of the following:

    -  Have I got direct debits set up so my bills are paid on time?

    -  Do I have a budget and savings plan in place?

    -  Would consolidating my debts make things easier?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

simplify your finances

Talk to an Accredited SMSF Advisor

Providing expert guidance for those looking to establish an SMSF

Speak to us today to see if an SMSF is right for you. Even if it’s not, our team of financial advisors will be able to guide you in the right direction.

 

No cost or obligation, guaranteed

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