Financial Planning

Beware of Superannuation Scams
Beware of Superannuation Scams We keep hearing from the media that money scammers are becoming more and more crafty. Both the ‘bank fee refund’ and the ‘ATO debt collection’ scams have garnered significant attention recently as a result of the sophisticated techniques and powers of persuasion used on unsuspecting victims. Superannuation scammers have been around for many years in various forms, and […]
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How the financial system inquiry will impact you
How the financial system inquiry will impact you On Tuesday, confirmation of the outcome of the most substantive review of the financial system in over twenty years was delivered by the Prime Minister and Treasurer. There are a few key policies which will impact almost every adult in Australia in some capacity or another. Our analysis on those that we think will have the […]
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Risk-cautious Generation X women mimicking retirees
Risk-cautious Generation X women mimicking retirees Generation X women are mimicking the risk-cautious investment habits of retirees in a problematic trend given they’re in their prime financial accumulation phase of life. The pattern was revealed in the Colonial First State Global Asset Management/University of Western Australia Business School Equity Preference Index, which measures flows in and out of managed funds from non-advised investors […]
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Insights on Gen Y financial decision making
Insights on Gen Y financial decision making Generation Y are more likely to seek financial advice from a friend or family member than a professional, according to research conducted by RaboDirect. At the same time, Gen Y is the most trusting of financial planners as a source of financial advice of all the generations. However, cost appears to be the biggest hindrance to enlisting the help of a qualified financial planner, […]
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How are global financial events impacting your investment decisions
How are global financial events impacting your investment decisions It’s hard not to get caught up in the financial news headlines and wonder what the best approach could be for investors here in Australia. All Western eyes have been fixated on the ongoing financial crisis in Greece, which began in 2009, depleting the income of many Greeks. Unemployment has increased, and elections and resignations of political leaders has completely transformed the country’s political landscape. […]
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