Posts in Category

Financial Planning

February 16, 2018 / Financial Planning

Where is your wealth tied up?

Is all your wealth tied up in your family home leading up to retirement? As unusual as this question...

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September 14, 2017 / Financial Planning, Tax & Accounting

Valuation of assets in SMSFs

With recent changes in the superannuation environment coming into play from this financial year, accurate valuations for all SMSF...

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August 28, 2017 / Financial Planning

Game of Thrones and seven lessons in economics and finance

An adaptation of the best-selling book series A Song of Ice and Fire by author George R.R. Martin, Game...

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May 10, 2017 / Financial Planning

Our take on Budget 2017

Did you catch the Budget this year? No? That’s okay – we watched it for you! Now that the...

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April 28, 2017 / Financial Planning

You are a thief! | April 2017 eBulletin Introduction

You are a thief! You are a thief for potentially wanting to assist yourself and your family in their...

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April 27, 2017 / Financial Planning

What can Warren Buffett teach us about investing?

Warren Buffett is to the investment world what Coco Chanel is to fashion – absolute royalty. The American business...

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March 24, 2017 / Financial Planning

Gen Y: Time to get a grip on your finances with Bubbles, Beer & Budgeting

Gen Y has the world at its feet – but can it afford to make the most of the...

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March 17, 2017 / Financial Planning

Credit Cards: The Good, The Bad & The Ugly

Credit cards can be a very valuable tool if they are used correctly and responsibly – but used wrongly,...

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February 17, 2017 / Financial Planning

When sacrifice can be a good thing

Sometimes it pays to work smarter, not harder, and find opportunities to save money in a proactive – yet...

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January 20, 2017 / Financial Planning

Getting smart with money

For most young adults, considering investment strategies can be duller than an episode of Better Homes and Gardens. With...

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November 24, 2016 / Financial Planning

Upcoming Centrelink concerns for Australian retirees

While a majority of the Australian population will be ringing in the new year with grand plans and resolutions,...

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November 17, 2016 / Financial Planning

Parlez-vous investment?

Excusez-moi! Où puis-je acheter de la bière? Sound French to you? That’s because it is! It might be hard...

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