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What You Actually Need To Know Before June 30

What You Actually Need To Know Before June 30 In our industry everyone bangs on about the end of the financial year (which is nowhere near as exciting or celebratory as the end of the calendar year), but people are still confused about what they should actually be doing. This year, to make it as easy as […]

Quarterly Compass: The End To Low Volatility

What happens to your super when you die?

What Happens To Your Super When You Die? The macabre side of financial planning – it’s not just insurance cover that leads us down a morbid path in this business, it’s also your estate planning. Estate planning is a necessity whether we like it or not. Sometimes you just have to sit down and think […]

2024’s Key Dates To Keep On Top Of Your Financial Game

2024’s Key Dates To Keep On Top Of Your Financial Game New Year, new you! As we charge into 2024 refreshed and recharged from another festive season, now is a great time to get on the front foot and understand some key dates that will help you keep on top of your financial game for […]

Important Money Stuff This Quarter – January 2025

Looking Ahead With Cautious Optimism As we wrap up another eventful quarter, there are exciting developments to highlight in both Australian and global markets. The signs of a “soft landing” in the U.S. economy, coupled with easing inflation and improving corporate earnings, offer a sense of stability and opportunity for investors. Meanwhile, Europe is showing […]

The Benefits of Paying Your Mortgage Fortnightly

The Hype Around AI Stocks – Is it Worth It?

The Hype Around AI Stocks – Is It Worth it? There is so much hype around how AI is going to change the world, so should we invest in it? Why is there hype in the first place? We’ve all heard about it and now we’re seeing it – the rise of AI in the […]