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  1. How to achieve your most ambitious goals

    How to achieve your most ambitious goals

    Posted: February 12 2019

    Your goals in life, whether they be personal or work-related, can often feel far removed from the reality of your present situation. For some of us, bridging the gap between the two – the present and our vision for the future – can seem like an insurmountable task. Importantly, how you approach your goals can often mean the difference between achieving them […]

  2. The 50/30/20 budgeting rule

    The 50/30/20 budgeting rule

    Posted: February 12 2019

    When it comes to building and maintaining wealth, budgeting is an important foundation block. By sitting down and completing a budget, you create a snapshot overview of your personal financial statement. In doing so, you give yourself the opportunity to gain a better understanding of the movement of your money – inflows and outflows. Moreover, this information […]

  3. An exercise on financial literacy for kids

    An exercise on financial literacy for kids

    Posted: February 12 2019

    In our article, ‘The 2018 HILDA Survey: Financial literacy quiz’, we discuss the fact that financial literacy is an important life skill. For example, it can aid an individual in making sound financial decisions (i.e. via healthy financial attitudes and behaviours) and achieving financial wellbeing (i.e. via positive economic outcomes). We also noted the marked […]

  4. Embracing the festive season spirit

    Embracing the festive season spirit

    Posted: February 12 2019

    The festive season is a time in which many of us practice the Three R’s (Relaxation, Rejuvenation and Reflection). In addition to this, there is an important message to be had, which resides within the festive season spirit, and what it seeks to embody and impart upon us. At the heart of the festive season spirit is […]

  5. Superannuation is not always included in your Will.

    Superannuation is not always included in your Will.

    Posted: August 16 2018

    Many people think that once they have a will every asset is taken care of. Superannuation differs from most other investments as it’s not necessarily distributed via your Will when you die. Ensuring the proceeds of your superannuation go to the person you want upon your death is relatively simple, yet often overlooked. You are […]

  6. Downsizing measure

    Downsizing measure

    Posted: July 16 2018

    In retirement, you may find that your home no longer meets your needs. You may want something smaller or more aligned with your lifestyle. In addition, you may wish to boost the sources of income (e.g. superannuation, and personal investments) that support you in retirement by investing, tax-effectively, a portion of the equity in your […]

  7. End of Financial Year checklist

    End of Financial Year checklist

    Posted: June 16 2018

    Whether you prepare your tax-return online yourself, or use the services of a qualified tax-agent, you can make the process of lodging your tax return a lot quicker and easier if you have all the receipts, tax invoices and documents organised. Here is a handy list to help you be more organised! General Previous Year’s […]

  8. Income Protection

    Income Protection

    Posted: May 20 2018

    What is it? An insurance policy that will protect 75% of your salary if you were unable to work due to sickness or illness. Ok, yes you have accrued sick days but do you have enough sick days to cover your income until you retire at age 65 or age 70. The Income Protection monthly […]

  9. Insurance Claim Payouts FY17

    Insurance Claim Payouts FY17

    Posted: April 16 2018

    This module is designed to show you how to plan for the unexpected. Many of us insure our cars, yet we neglect to insure our own livelihoods. Whether we have some kind of contingency plan or not, there’ll still be consequences if certain events occur. For example, if we were to die or be injured, […]

  10. Salary Sacrifice

    Salary Sacrifice

    Posted: March 2 2018

    You may have already heard of salary sacrifice, but do you know what it actually means and how to make the most of it? In our animation, we consider the tax-effective and wealth accumulation benefits of entering into a salary sacrifice arrangement with your employer. It is important to note that everyone’s financial situation is […]



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