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Preparing Your Adult Children for Inherited Wealth

15 Aug 2024 | Latest news

Most children learn the ins and outs of responsible wealth-building from their parents. As kids grow, simple conversations about saving and spending often branch out into investing, compounding, and comprehensive Life-Centred Planning. But no matter how many good financial habits your children have learned by adulthood, they could still be unprepared for their role in […]
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Being a Good Steward of Your Time in Retirement

18 Mar 2024 | Latest news

When you’re a new retiree, staring at that blank page where your work schedule used to be, time might seem so abundant that you forget just how valuable it really is. But if you treat retirement like an endless weekend, you might be surprised to look up in a month, a year, or a couple […]
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What Story Do You Want Others to Tell About Your Life?

06 Jun 2022 | Latest news

“I want them to not only do what’s legal obviously, but I want them to judge every action by how it would appear on the front page of their local paper.” (Warren Buffett) That’s master investor and CEO Warren Buffett describing how he wants his 330,000 employees at Berkshire Hathaway to work every day. Imagining […]
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Why does insurance matter?

30 May 2022 | Latest news

The unexpected events of the past few years, have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and […]
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What Does My Ideal Week in Retirement Look Like?

16 Mar 2022 | Latest news

It can be difficult to picture yourself without a 9-to-5 job, even if part of that picture involves a beach-house or daily tee times. Where some retirees see carefree days and endless possibilities, you might be staring at a blank calendar worried that you’re going to go crazy without meetings, deadlines, and tasks that fill […]
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The escalation in Ukraine tensions – implications for investors

23 Feb 2022 | Latest news

By Dr Shane Oliver (Head of Investment Strategy and Economics and Chief Economist, AMP). Article used with permission. Key points: Ukraine tensions have escalated with Russia ordering troops into Ukraine regions already occupied by Russian separatists. Share markets are at high risk of more downside on fear of further escalation and uncertainty about sanctions/gas supply […]
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Super opportunities you don’t want to miss

16 Feb 2022 | Latest news

The Bill implementing the majority of the super changes proposed in the 2021-22 Federal Budget has passed both houses of Parliament and awaits royal assent. The Bill contains the following measures from 1 July 2022: changes to work test conditions extension of non-concessional bring-forward rule for people aged 67 to 74 reduced eligibility age for […]
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Could a Sabbatical Increase Your ROL (Return On Life)?

14 Feb 2022 | Latest news

The personal and professional displacement we all experienced during the pandemic has inspired many people to reassess what work means to them. Rather than let these questions linger, it could be productive to approach them with a more formal plan of action, introspection, and recalibration. If your employer offers sabbatical benefits, now might be the […]
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What’s Your Debt Story and How Do You Feel About It?

16 Apr 2021 | Latest news

In a recent study, half of Americans said their expenses are equal to or greater than their income (1). The statistics for Australians are likely to be quite similar. Revolving credit, particularly credit cards, is an increasingly significant part of the equation. The phrase “credit card debt” usually triggers red flags when we’re talking about […]
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Are You Living Your Life On Purpose?

18 Nov 2020 | Latest news

Why, day in and day out, do you do the things that you do? Because you have to? Because you want to? Because you’ve had the same routine for years and you’re used to it?
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What is Your “Philosophy” on Insurance? Here’s What You Should Consider

18 Nov 2020 | Latest news

Most people consider insurance an important part of their financial plan. But do you also have an insurance philosophy that you use to determine exactly how much coverage you need?
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3 Ways to Know When You Are Ready to Retire

18 Nov 2020 | Latest news

There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that.
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