Archive for category: Strategic Financial Advice

News

Five ways to create a reliable income in retirement

With interest rates at record lows and little chance of a change in sight, creating a reliable income in retirement can be challenging.

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Five ways to create a reliable income in retirement

A Will isn’t always the way

You would have heard the saying: “where there’s a will, there’s a way”.

This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning.

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A Will isn’t always the way

The new Australian lifestyle isn’t so average

Overseas holidays, new cars and having the latest technology aren’t considered luxuries anymore, but are standard lifestyle expectations of the new ‘average’ Australian, according to research by MLC.

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The new Australian lifestyle isn’t so average

Are you part of the sandwich generation?

The ‘sandwich generation’ is a term used to describe people typically in their 40s and 50s who are caught between the demands of caring for ageing parents as well as their own dependent children. 

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Are you part of the sandwich generation?

Why a budget isn’t about sacrifice

For most of us ‘spending’ is the first thing that springs to mind when we have money. So when a financial adviser suggests the idea of having a ‘budget’ most of us recoil in horror. 

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Why a budget isn’t about sacrifice

Financial scams target over 50’s

Australians aged over 55 who may be looking for ramped up returns are most likely to fall prey to scams. Over the last year 105,000 Australians have fallen victim to financial scams...

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Financial scams target over 50’s

The United Kingdom Votes

Leave Campaign wins the ReferendumThe United Kingdom (UK) has voted to leave the European Union (EU) in a shock decision that has sent global markets plummeting. It has been over 40 years since the UK last voted to stay in the EU and sentiment towards the common market has shifted dramatically.

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The United Kingdom Votes

5 Things to note about Brexit Jitters

Core European bond yields have been negative for some time, as the European Central Bank has been aggressively buying bonds as part of its quantitative easing policy. While most of the German yield curve has been negative, German 10-year bond yields turned negative for the first time last night, reflecting uncertainty over the implications of the Brexit vote.

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5 Things to note about Brexit Jitters