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Demand for financial advice doubles in five years
February 15, 2021Financial Planning
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...Read More
Develop an investing plan
December 7, 2020Financial Planning, Wealth Creation
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...Read More
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...Read More