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Posted by Jessica Hall on 10.01.2019

Don't dream it. Do it! How to reach your financial goals

What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is the need for a plan to make it happen. Whether you’re looking to save for an overseas holiday next year or you’re working towards a retirement free of money worries, making a financial plan is an important step in the right direction.

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Topics: Wealth creation, Personal Financial Planning, Retirement Planning

Posted by Jessica Hall on 5.12.2018

Super vs mortgage. Can you guess the winner?

The pros and cons of using spare income to pay more off your mortgage or increase your super need to be weighed up, but with both strategies the winner could be your financial future.

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Topics: Wealth creation, Personal Financial Planning

Posted by Jessica Hall on 22.11.2018

All I want for Christmas... is to be debt free!

Christmas is just around the corner and it’s easy to get caught up in the festivities of the season. Unfortunately this can be bad news for your finances. After a year of careful spending don’t let Christmas blow your budget. Follow these tips and emerge in the New Year without the financial hangover.

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Topics: Debt Management, Wealth creation

Posted by Jessica Hall on 8.11.2018

5 secrets of a successful saver

Everyone saves money differently. Some set aside a percentage of their pay regularly, others use lump sums from bonuses or tax refunds. The secret to reaching your savings goal is to choose the right account, understand how to use it and form a habit of saving regularly. Here are our tips to help you on your way.

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Topics: Wealth creation

Posted by Jessica Hall on 23.10.2018

Tax Refund & Other Windfalls

Tax season is here again and for some, this will create an unexpected windfall.  Along with a tax refund, windfalls can come in the way of a work bonus, an inheritance, a second household income, or even by ridding ourselves of extra possessions via Gumtree!

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Topics: Wealth creation, Debt Management, Personal Financial Planning, Investment

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