Month: September 2015

Strategic Financial Advice

Economic Update – September

Read the latest monthly market update – covering economic and investment market issues from around the world, as well as locally.

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Strategic Financial Advice

What should you do during market volatility?

When markets are volatile, many investors become anxious about their investments and begin to question whether their investment strategy is really working for them.

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Strategic Financial Advice

Dollar Cost Averaging – an investment strategy for volatile times

Trading on the share market is widely regarded as being motivated by two powerful human emotions; fear and greed.

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Strategic Financial Advice

7 Tips to Spring Clean Your Finances

As the dawn of Spring arrives, cultivate good financial habits and set yourself up for a rosy future.

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Strategic Financial Advice

Protecting yourself against Risk: counting the cost of a curve ball

Here’s a confronting question: What would you do if the main breadwinner in your household could no longer bring in an income? Do you have a Plan B? Most people don’t. That’s where insurance comes in.

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Strategic Financial Advice

When there is a Will, there is a Family Meeting

It’s probably not something you want to think about much less discuss with your kids but like it or not, one day we all pass away, and giving our loved ones a heads up on some of our financial affairs may make the process a whole lot easier.

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Strategic Financial Advice

Gen Y: Why you need Financial Advice

As a Millennial you may be sceptical of the need to pay for financial advice (preferring to consult friends and family and do your own research online), however there are benefits that may be obtained from sitting down with a financial adviser.

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SMSF

Buying a Property in an SMSF – is it the right strategy for you?

Australians have a love affair with property with many of us owning an investment property in addition to our primary home of residence.  This love affair has continued in recent years with a number of Australians setting up a self managed superannuation fund (SMSF) in order to invest in property.

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