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7 tips to improve your financial wellness

People who have been financially stressed in the past are often able to recover through changes to their behaviour and mindset. Here are some suggestions of things you could do which may help you to improve how you feel financially. Create a budget that works …

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Wondering what responsible investing is all about?

You may have heard about socially responsible investing – or possibly sustainable investing. Whatever the name, here’s what it means in practice. We spend a large part of our lifetime saving for retirement, with around 10 per cent of our pay packet heading straight for …

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What does climate change mean for your super balance?

It’s impossible to ignore the issue of climate change in 2022. And certainly, if you’re invested in the markets, you wouldn’t want to. One reason to pay close attention could be that you hope to invest in line with your beliefs and values, supporting those …

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Scams robbed Australians of more than $2 billion last year

Australians lost a record amount of more than $2 billion to scams in 2021, despite government, law enforcement, and the private sector disrupting more scam activity than ever before, the ACCC’s latest Targeting Scams report reveals. The report compiles data from Scamwatch, ReportCyber, major banks …

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Reviewing your personal insurance policy: when, why and how

Insurance works best when you have the right level of protection for your situation and as your life changes, so might your insurance needs. You should consider reviewing your cover whenever your situation changes, like: taking on a mortgage to buy a property having children getting married …

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Is it time to spring clean your finances?

Springtime is a time of renewal, a chance to enjoy the sunshine and the opportunity to rejuvenate the garden. The same also applies to our finances. It’s a good idea to regularly review where your money is invested to ensure your portfolio remains relevant to …

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How interest rate rises could affect you

With interest rates increasing for the first time in many years, its effects will be felt by all Australians, not just those paying off their homes. In this article we address how interest rate increases may affect you, depending on your circumstances, and possible ways …

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Your biggest investing problem may be you

The human brain is an incredibly powerful processing unit. Every day we make numerous judgements and decisions – hundreds if not thousands if you conclude everything we do is an individual ‘decision’. As the human brain has evolved, in part due to the increasing complexity …

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