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Mention the terms ‘estate planning’, ‘will’ or ‘inheritance’ and thoughts of lengthy documents and complex legal terms often come to mind. But it’s not as complex as you might think. When you do begin planning your will, your financial planner should ask two key questions:  ...

Whenever the term financial advice is mentioned it is commonly associated with an individual’s financial goals. Whether you have a ‘list’ as long as your arm of things that you’d like to buy, or perhaps you’ve never really thought about it and just buy what...

One could be forgiven for thinking that most news reporting on the currency market ups and downs are predictable. We are bombarded in the financial media with so many convincing arguments about where the Australian dollar is headed in the year ahead. These forecasts we read...

Life insurance may seem like a wasted expense within your financial plan, however, it can provide financial security for any of your life challenges. If you are still unsure why you need life insurance, here are six good reasons why life insurance is a necessity: ...

With so many people concerned about their investments and wondering what they should be doing, we've put together some responses to your most frequently asked questions. What should I be doing with my investments? If your risk profile is correct then at this point a rebalance may...

Paid off your mortgage? Woo-hoo! Break out the champagne and celebrate the freedom you must now feel! But once the dizzy excitement has passed, what will you do next? Discharge or not? The first question is should you discharge your mortgage? You might be able to keep...

Australians are ready to spend up big on food, drink, gifts and charity this Christmas season. 1. Australians are set to spend over $7.6 billion on gifts It’s the season for shopping, and Australians are ready to spend up big on food, drink, gifts and charity this festive season with...

We all look forward to creating a financially secure future. But how do you build security for tomorrow without sacrificing your lifestyle today – especially if you have a family to raise or a mortgage to manage? There are many pathways to a prosperous future for...

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.