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Insights

Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future

Estate Planning
29 August 2018/Inheritance

Distributing your assets – Estate planning in plain English

What is estate planning? – Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death.
Digital Footprint
29 August 2018/Financial Advice

A digital life after death

The common thread shared among Walt Disney, Paris Hilton and Britney Spears goes well beyond entertainment.
Gig Economy
29 August 2018/Financial Advice

The rise of the gig economy and side gigs (thanks to technology)

Chances are you either have a side gig (a way to make money on the side of your usual job), want to have one, or you benefit from someone else’s.
Auction Time
29 August 2018/Market Update

Ready, set…auction!

All you need to know about buying at auction Bidding for a property at auction can be stressful but you can reduce the stress involved.
Managing your money
30 July 2018/Budgeting

Managing your money – Budgeting in plain English

What is a budget? A budget is a plan that works out how you will manage your income and expenses. Maintaining a budget is a powerful way to control your money.
Inspiration under $10
30 July 2018/Budgeting

10 experiences for $10

For the next time you’re itching to get out, but don’t want to spend a fortune, here’s a list of 10 things to do for about $10 (or less).
Boss of your Own Money
30 July 2018/Budgeting

Be the boss of your cash

If, like many others, your life and money feels a bit like a juggling act – paying bills here and there … and “Uh oh, forgot about the council rates, guess that one’s going on the credit card”. You may be thinking…
2017-2018 Economy
30 July 2018/Market Update

2017-18 saw strong returns for diversified investors

2017-18 delivered strong returns for diversified investors, but it was a tale of two halves. Here’s what the last financial year taught us.
Delayed Gratification
1 July 2018/Financial Advice

Can delayed gratification help you with your finances?

Are you the type of person who always has to have the latest clothes, smart technology or gym gear? If you answered yes to this question, you could be a person who likes instant gratification, that is, you like to…
Energy Savers
1 July 2018/Budgeting

Reduce your bills with these household items

See what things you might have at home that could deliver you cost savings later on. We all enjoy the odd bargain and inexpensive label that delivers quality at a fraction of the price; however, sometimes shelling out a…
Australian Priorities
1 July 2018/Market Update

Australians reveal their priority goals

Most Australians indicate their biggest life goal is a financial one, but many admit failing to plan is a roadblock. Increased household debt, record-high property prices and the aftermath of the global financial crisis…
Comfortable retirement?
30 May 2018/Financial Advice

Achieving a comfortable retirement

Many women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others – actually focusing on caring for themselves.