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In Australia, the retiree client group is growing in size and it is essential that financial advisers have the right tools and resources to meet their particular needs. As such it is important to understand the motivations and drivers behind the behaviour of retiree clients as they move from accumulation to decumulation. To help financial...
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COVID-19 has seen greater engagement between advisers and clients, with an additional 500,000 non-advised Aussies saying they intend to seek advice compared to 12 months ago. If your car engine sounds dodgy, you see a mechanic. If you’re unwell, you see a doctor. If you’ve got a tooth ache, you see a dentist. But what...
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Your game plan 'Plan your life, live your plan.' Yes, it's a cliché. But when it comes to investing your money, it makes a lot of sense to have a plan. Putting a plan together involves developing strategies and choosing the right investments. What to do before you make an investment plan Be clear about...
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Surprises of a financial nature can happen at any time, whether the occasion is happy or sad. A gift or inheritance from a friend or relative may be put to good use in many ways. It could be spent on something on the long list of ‘nice to haves’ or could be invested or a...
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