How a Financial Investment Advisor can Help You Achieve Your Financial Goals

As you start to think about your long-term financial goals, you may wonder how to make the most of your money. Investing can be a smart way to grow your wealth over time, but it can be daunting to get started. That’s where a financial investment advisor comes in. What is a Financial Investment Advisor?…

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Are Financial Planning Fees Tax Deductible

As a person or business owner, it's important to know how taxes work and how they can affect how you plan your finances. People often want to know if the fees they pay are financial planning fees tax deductible. The answer is it depends. There are times when you can remove the cost of financial…

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Why Insurance Through Super Can Be a Death Trap?

Why Insurance Through Super Can Be a Death Trap If you're like most people, you may have insurance coverage through your superannuation (super) fund. However, did you know that having insurance through your super can actually be a death trap? While insurance through super may seem like a convenient option, there are many hidden dangers…

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For most people, insurance premiums are one of your biggest expenses after home loan repayments.

Therefore, it is important to review your personal insurance regularly because your life circumstances and insurance needs can change over time. Here are five reasons why it's important to review your personal insurance:/ 1. Life changes:Major life changes such as getting married, having children, buying a home, changing jobs, or retiring can impact your insurance…

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6 benefits of income protection insurance:

1. Replacement of lost income:Income protection provides you with a regular income stream if you are unable to work due to illness or injury. This can help you maintain your lifestyle and cover your ongoing expenses, such as mortgage payments, bills, and other financial commitments. 2. Peace of mind: Knowing that you have a safety…

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TPD Insurance in Super: What It Is and Why You Need It

If you're like most Australians, you probably don't think much about Total and Permanent Disability (TPD) insurance. But if you were to become permanently disabled and unable to work, how would you pay your bills and support your family? That's where TPD insurance comes in. In this article, we'll explain what TPD insurance is, how…

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3 reasons to hire the best personal financial advisor.

3 reasons to hire the best personal financial advisor. You need a plan for your financial future but don’t know where to start.  Getting the right financial advice can make a big difference in your life and your future. The value a financial planner offers is in helping you clarify what you want to achieve…

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5 key things to look for in a financial planner.

5 key things to look for in a financial planner. Hiring a financial planner is an exciting and important step toward creating a financial plan to live the life you want free of stress and worry.  A financial planner is a qualified professional that is able to advise you on the best way to use…

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6 things you probably didn’t know a financial planner could do for you.

6 things you probably didn't know a financial planner could do for you. You may know that the role of a financial planner is to assist you with investing money and help you plan for retirement. However, a Certified Financial Planner (CFP) does a lot more than just that. A good financial planner can assist…

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Are you guilty of being a zombie client?

Are you guilty of being a zombie client? When was the last time you spoke to your insurance adviser and reviewed your cover? Do you even know the name of the person looking after you? Firstly, well done on taking to time to get insurance cover in place. But insurance is not a set-and-forget strategy.…

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