10 questions you should be asking every financial planner

There is a large pool of financial advisers in Australia to choose from. Financial advisers charge for the services they render in different ways. Some receive commissions on the products they sell, other charge a percentage on the assets they are looking after while others charge clients on an hourly basis. Steps to Follow When […]

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6 Tips To Pay Off Your Mortgage Faster

Anyone who has ever had a mortgage will confess to you how they would love to settle them before the loan term is up. Paying off a 30-year loan term is quite rightly a daunting task in every respect. Fortunately, there are ways in which you can slash it to almost half by adopting a […]

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End of Financial Year 2012 Important Changes

End of Financial Year Changes 2011/12   As the 2011/2012 financial year draws to an end, it’s important to take into account recent changes that have been scheduled to take effect as of July 1 2012.  Our End of Financial Year Bulletin is written to help you navigate your way through the changes that may […]

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Choosing a Guardian for your Children

Thinking about our own mortality is not something most of us like to dwell on, but if you’re a parent in addition to having your wills and life insurance set up to provide for your children, you need to seriously consider who you would like to provide guardianship.   What is a guardian and how […]

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Financial New Years Resolutions for 2012

With a New Year now upon us, we have the opportunity for a fresh start.  For many of us there’s no better place to start than a re-think of the household finances.  In light of this, our financial planners in Sydney have put together their top list for getting your finances on track in 2012. […]

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Top 5 Investing Mistakes

As financial planners we are often asked about the top investment mistakes that people make before seeking professional financial advice.  Here are the top 5 investment mistakes we see novice investors make and how to avoid them:   1.  Lack of preparation As with any important decision, you need to make sure that you do […]

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Child Care Benefit & Child Care Rebate. Are you eligible?

Every parent knows that the cost of child care can be extremely expensive.  But, are you missing out on up to $7500 in childcare assistance?  Thousands of eligible Australian families are not claiming financial assistance to help them fund the high costs of child care.  This could make a big financial difference to your family […]

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Australians the wealthiest in the world

According to the Global Wealth Report 2011 by Credit Suisse, Australians are the wealthiest people in the world, with second place going to Switzerland.  The report compared the median (the mid-point between the wealthiest and poorest in a nation) wealth of adults worldwide and found that Australia’s median wealth is around $215,000 AUD  (about $220,000 […]

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How to Find Independent Financial Planning Advice in Australia

Many Australians are seeking independent financial planning advice – that is, advice from a financial adviser that is not conflicted by factors such as ownership links or commissions.  The truth is that in Australia, independent financial planners are getting harder and harder to find.  This article aims to give you some tips about what to […]

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How Australia is Placed to Weather the Global Economic Turmoil

Over the past couple of months we in Australia have experienced some share market volatility in response to the widening debt issues in Europe and the US.  The announcement of Standard & Poor’s decision to reduce the US’s credit rating from AAA to AA+ in early August instigated several days of significant share market jitters […]

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