Tag Archives: financial planning melbourne

Why the price of gold has rallied over the past 3-6 months
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Market Wrap Along with a recap of the markets in July, in our market wrap this month, we look into some of the reasons why the price of gold has rallied over the past 3-6 months.   Please click here … Continue reading

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August Economic Update Video – 2 minutes
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Economic Update Video – 2 minutes This month’s update is now available and you can view our latest video here.  This video is a 2 minute review of last month’s economic developments and a quick summary of some of the key … Continue reading

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Market Wrap for July 2020
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Market Wrap Along with a recap of the markets in June, in our market wrap this month, we look into some of the reasons why stock markets have been performing strongly during the current challenging economic times.   Please click … Continue reading

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July 2020 Update
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July is here along with the winter chill. But July also signals the start of a new financial year and chances are most Australians are happy to say goodbye to the last one. This year more than ever it’s a … Continue reading

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Liberal versus Labor: How they will tinker with your super
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With the federal election less than a week away, many Australians are wondering how their nest egg will be impacted by the different policies.  With superannuation being a near $3 trillion-dollar pot of gold for the parties, we look at … Continue reading

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December Economic Update
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Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators.  The economic news out of the US and … Continue reading

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The winners and losers of the Federal Budget
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Older Australians, First Home Buyers and Small Business are the clear winners from the Federal Budget, but the list of losers is long.  Treasurer Scott Morrison’s second budget may have been short and sweet but the bottom line is, taxpayers … Continue reading

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$1 billion of investments up for grabs – could it be yours?
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Whether it is moving often, heading overseas or simply forgetting, Australians are losing track of their money and investments, with more than $600 million sitting in unclaimed bank accounts and a staggering $450 million in shares, ready to be claimed. … Continue reading

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Australians delay retirement by three years
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Australians are delaying retirement by an average three years as cuts to the age pension and low interest rates force people to rethink their savings plans. A survey by research firm Roy Morgan conducted last October found that the average … Continue reading

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Changing of the Goal Posts for Self-Funded Retirees – How to make sense of the Changes to the Age Pension.
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For many years, the Age Pension has been available to thousands of self-funded retirees who have sought advice around the generous rules and exemptions available and employed smart strategies to gain access to the Government Benefits, even with substantial superannuation … Continue reading

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