Tag: Financial Plan

Strategic Financial Advice

Millions but not all to benefit from 2017 super changes

With changes to super now in effect, numerous Australians will get a leg up, many being low-income earners. According to the Association of Superannuation Funds of Australia (ASFA), more than four million Australians will benefit from the super changes that came into effect on 1 July 2017.

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Strategic Financial Advice

What happens if I let my insurance lapse?

Think about where you would be without insurance if something were to happen to you. If you let your insurance cover slip, you risk being unable to make a claim when you may really need to.

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Strategic Financial Advice

Whether your goal is to pay off your mortgage or holiday each year, you are more likely to succeed with a plan of action!

If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according to recent research.

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Strategic Financial Advice

Ways to manage your debt leading up to and during your retirement

While most Aussies had planned to retire at age 65, the reality is that around a quarter of us are expecting to delay our retirement. The most recent Retirement and Retirement Intentions survey data released by ABS in 2015 found the number of people aged 45 and over who intend to retire later than age 65 is 23%, compared to only 8% of people surveyed in 2004-051.

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Strategic Financial Advice

How super contributions caps work

One of the most tax-effective ways to boost your retirement savings is to put additional money into your super – and once you know how the caps on super contributions work, you can take advantage of the available tax concessions.

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Strategic Financial Advice

Your top five New Year’s financial resolutions

Overspent in 2016? Here’s how to put your finances back on track – and even get ahead.

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Strategic Financial Advice

Investing for retirement pays off

More than half of Australians with investment properties or shares are proactively preparing for retirement, according to MLC’s Australia today report[1].

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Strategic Financial Advice

Make my retirement funds last the distance

Retirement should be a time when we reap the rewards of our working life, and being able to enjoy your preferred lifestyle calls for some planning.

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Strategic Financial Advice

Earn $164,000 without breaking a sweat!

Are you 55 or over? If you are, stop what you are doing and read this article!

For all those under 55, please forward this to your 55 and over gang and please make sure they read this article!

Don’t just read this article – act on it! It’s one of those rare opportunities in life where it is possible to earn some extra cash – with no catches!

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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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Strategic Financial Advice

Ten things your Financial Adviser can do for you

Your adviser can provide you with a wide range of services which you may not presently be aware of.  Here we explain these in detail.

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