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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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Tips for Managing Money in Retirement

Aussies are living longer than ever before, with men expected to live until age 80 and women until age 85. However, an increased life expectancy also means Australians may spend longer in retirement than previous generations, and in turn, need more money to fund retirement …

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Investment fundamentals to consider in volatile times

Sharp share market falls are stressful for investors as no one likes to see their investments fall in value. But at times like these, there are number of key things for investors to bear in mind. Compounding Compound interest is magical! The value of $1 …

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Five Questions to ask before Plunging into an ETF

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure to different global markets, industry sectors and strategic themes, as well as non-equities …

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Economic and market overview

Economic and market overview

Equity and bond markets bounced back hard from disappointing returns in June, amid suggestions that rising interest rates in key regions will help bring inflation under control. Australian shares registered gains of more than 5%. Most major overseas share markets performed even more strongly – …

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Did you know gifting can impact your Age Pension?

Gifting, or financially assisting family or friends by giving away some of your assets or accumulated retirement savings, can be a great way to help out younger family members or friends. But before you gift a significant amount, it’s important to understand how this could …

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Australians are losing more money to investment scams

Australians are being urged to be extra diligent when it comes to investment opportunities that look too good to be true. According to Scamwatch, Australians lost over $205 million to scams between 1 January and 1 May this year – a 166 per cent increase …

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