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Reducing Estate Tax

One of the considerations of financial planning is determining how you can minimise estate tax, reduce legislative risk and maximise the legacy you leave for your loved ones. In this real life client scenario we explain how we achieved this […]

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Protecting you and your family

Insuring your car, home or other possessions makes sense. So why do so few of us insure ourselves? If illness or injury stopped you from working for an extended period, could you keep paying your bills? Personal risk insurance gives […]

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Estate Planning

Estate planning involves much more than having an up-to-date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries. What is estate planning? Estate planning involves […]

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Personal budgeting tips

Personal budgeting – it’s such an easy thing to put off. The “I’ll get to it one day” kind of task that is easily overlooked. While it’s true that there’s always next week, next month or next year, when it […]

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Downsizer contributions to super

For many people, super is one of the best ways to grow your wealth, as it provides significant tax concessions to help you save for retirement. Downsizer contributions are a valuable way to boost your super as you approach retirement. […]

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What is financial planning?

To many people, financial planning is perceived as something only for the wealthy. In fact, financial planning is about having long-term and short-term financial goals and developing a plan to achieve those goals, no matter your financial status. It’s about knowing […]

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