Tag: Superannuation
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Five Step Super Health Check
Financial Health, Financial Planning, Investment Strategies, Personal Finance, Retirement Planning, SuperannuationEnsure your superannuation is in top shape with this five-step health check! Consolidate your accounts to avoid multiple fees, review your investment strategy to match your risk tolerance and goals, check your insurance coverage, nominate a beneficiary, and keep your details up to date. These steps will help you maximize your retirement savings and ensure…
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Navigating Retirement: Two Approaches to Financial Independence
Financial Planning, Financial Wellness, Life Events, Lifestyle, Lifestyle & Well-being, Retirement PlanningSteve and Sue Smith have worked hard all their lives, paid their taxes, and now that they have retired, they feel they are entitled to a full age pension. Jenny and John Jones have also worked hard and paid their taxes. However, concerned that Australia’s aging population and ballooning pension bill will make it increasingly…
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March 2024 Insights: Navigating Finance & Investment
As we step into March 2024, the financial landscape continues to shift in response to global economic developments, policy changes, and emerging market trends. Whether you’re preparing for retirement, refining your investment strategies, or reviewing your estate plan, it’s essential to stay informed and adapt to the latest conditions. Below, we’ll explore several key areas…
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