30Apr

Needs analysis: Linked personal insurance policies

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In our article, ‘Your 2019 financial health check’, we highlighted the importance of regularly taking stock of your personal circumstances (financial situation, goals and objectives). By doing this, you can continue to make informed decisions on the most appropriate path moving forward for your personal finances (cashflow and debt management, investments, personal insurances, etc.). With […]

30Apr

Wealth accumulation and the FIRE movement

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No one person has the same financial situation, goals and objectives. Given this, we all walk our own individual path towards achieving financial independence (and, ultimately retirement). In saying that, we often tend to share a similar idea around what an appropriate (and realistic) retirement age looks like. Namely, late 50’s or early to mid-60’s. […]

30Apr

2019 Budget: The ‘Back in Black, Pre-Election’ Proposed Measures

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The 2019-20 Federal Budget was delivered on 2 April 2019 by Treasurer Josh Frydenberg. This is a month earlier than usual given it’s an election year, and the Government’s wish to hand down the Federal Budget before the next election (predicted to take place in May). Through this lens, there have been many unofficial catchphrases […]