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The PODCAST – Retirement Series | How to Boost Your Nest Egg | Episode 2February 17, 2025Welcome to episode 2 of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and creating…
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Market Movements and Economic Review | February 2025February 7, 2025Stay up to date with what’s happened in the Australian economy and markets over the past month. Headline inflation eased more than expected during the last three months of 2024 – opening the door for the RBA to cut the cash rate. While the release of China-based DeepSeek’s new cut-price AI model sent shockwaves through…
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Navigating turbulent times in the share marketFebruary 7, 2025As investors grapple with uncertainty, keeping a cool head has never been more important. “Time in the market, not timing the market” is a popular investment philosophy that emphasises the importance of staying invested over the long term rather than trying to predict short-term market movements. While markets can be volatile in the short term,…
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How to financially ease into retirementFebruary 7, 2025Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s 4.2 million retirees is 56.9 years but many people leave it a little later to finish work with most intending to retire at just over 65 years.i If you’re not…
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The generation redefining agingFebruary 7, 2025As we advance into the 21st century, the concept of aging is undergoing a transformation, largely thanks to a new generation of “oldies” who don’t feel old – and are reframing what it means to be getting on in years. Traditionally, aging has been associated with decline, frailty, and a sense of irrelevance. However, today’s…
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Thinking about an SMSF? Here’s what you need to knowFebruary 7, 2025Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the growth of their retirement savings in a self-managed superannuation fund (SMSF). While you have total control over how your retirement funds are invested within the confines of the laws, many factors need to be considered…
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The PODCAST – Retirement Series | Avoiding Financial Pitfalls | Episode 1February 6, 2025Welcome to our newest edition of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and…
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2024 Year In ReviewJanuary 15, 2025The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as investors reacted to the extraordinary times. While economic growth in Australia and overseas was underwhelming, share markets rode out the ups and downs to finish 2024 strongly. Super funds benefitted…
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Things to do today that your future self will thank you forJanuary 15, 2025Achieving your long-term financial goals doesn’t need to be overwhelming. If you can put in place some basic financial steps, you are on the road to a successful outcome. It means keeping on top of your options and devising strategies for investment, debt reduction and risk protection. The start of the year is a perfect…