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Do I need to revisit my insurance?

Do I need to revisit my insurance?

Revisiting your insurance coverage is an essential part of managing your financial wellbeing. Life is dynamic, and your insurance needs should adapt accordingly. Whether you experience significant life events, changes in income, shifts in your career, adjustments to...

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Establishing a legacy – estate and succession planning

Establishing a legacy – estate and succession planning

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member passes away. A good estate plan can help to make sure your wishes are carried out. An estate plan, of which a will is the first and most...

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October 2023 Insights

October 2023 Insights

The warmer weather and spring rains are a welcome break from the colder months. And, while outside activities become more tempting, don’t forget to find a moment or two to review your finances to make sure you’re up-to-date and on-track. Household wealth has increased...

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Scam risk and cybersecurity: Are you prepared?

Scam risk and cybersecurity: Are you prepared?

We’re all aware of the risk of cybercrime after the well-publicised data hacks of Medibank Private and Optus. In today’s digital age, threats to your online security have never been more real. Although many recent high-profile cases involved large organisations, email...

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September 2023 Insights

September 2023 Insights

September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. Meanwhile, AFL and NRL fans will be hoping the sun shines on their team this finals season. After endless gloomy forecasts, there...

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August 2023 Insights

August 2023 Insights

With winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow and the markets are beginning to breathe a sigh of...

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July 2023 Insights

July 2023 Insights

With the new financial year now underway, this presents a good opportunity to review some of the recent changes to business and investment rules to make sure you’re on the right track. As the inflation rate begins to ease, with consumer inflation slowing to a 13 month...

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Who needs a testamentary trust?

Who needs a testamentary trust?

The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. In fact, the...

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June 2023 Insights

June 2023 Insights

As the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances. The Reserve Bank of Australia has increased the cash rate by 25 basis points, bringing it to 4.10%. Cash rate increases,...

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Tips for success this EOFY

Tips for success this EOFY

The start of a new financial year is the perfect time to get your financial affairs in order. Whether it's tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you can take. Here are some...

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May 2023 Insights

May 2023 Insights

As the days get shorter and temperatures begin to fall, Federal Treasurer Jim Chalmers delivered his second Budget, on Tuesday 9 May. Earlier in the month, all eyes were on the Reserve Bank board as it decided to increase the cash rate by 0.25% again, the 11th...

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Federal Budget 2023 Snapshot

Federal Budget 2023 Snapshot

A surplus for now but stormy seas ahead Treasurer Jim Chalmers bills his 2023 Federal Budget as an economic strategy to help ease cost-of-living pressures. To that end, he has delivered a modest but welcome package of cuts to healthcare, housing and energy costs as...

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