Latest Articles

The Retirement of Grandfathered Commissions

While the financial planning industry has undergone a raft of recent reforms, one of the most significant changes has been the abolition of ‘grandfa...

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The essential ingredient of a financial plan

Here’s a recipe for a basic financial plan: Take one or more income sources and pour into a big pot. Add appropriate amounts of life, income protect...

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5 financial management tips for sole traders during COVID-19 (& beyond)

If you’re a sole trader then managing your money is key to your success and, especially in 2020, your business’s survival. Here are some tips on h...

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Full stop: taking a ‘mortgage holiday’ when rates are low

Taking a short-term break from paying off your mortgage isn’t a new idea, but as the bite of the COVID-19 pandemic grips harder and harder, more Aus...

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How income from your investments is taxed

Lower tax on your investments can help you reach your financial goals sooner. But don’t choose an investment based on tax benefits alone. How invest...

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4 ways to build a reputation that retains clients for life

Reputation can make and break a business. I was recently speaking with a colleague about the importance of standing by solid values and basing decisio...

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Planning for retirement

Worrying about superannuation balances is something most of us do from time to time, but as we approach retirement it can become a regular pastime. Un...

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How to find the right investments to help reach your goals

To invest well, you need to find investments that fit your financial goals, investing time frame and risk tolerance. Get an overview of the different ...

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Your super fund, your choice

Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for ...

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