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Financial Planning

3 benefits of financial advice that might surprise you

Andrew Dunbar

May 11, 2021

When considering whether to get expert advice from a financial planner, the financial outcomes are the first thing many people consider. And rightly so. Recent research highlights that after just…

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6 tips to achieve your financial goals in a COVID-19 world

Tracey Pace

Mar 11, 2021

COVID-19 has had a disproportionate impact on women for a number of reasons. For example, women are more likely to be employed in less stable forms of employment, like casual…

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Don’t stop thinking about tomorrow: How our vision of our future selves impacts our finances

Andrew Dunbar

Mar 03, 2021

If you struggle to stay focused on long-term financial goals, such as saving for a big purchase or growing your superannuation, you’re not alone.  It’s a common problem and one…

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GameStop: What happened and what can investors learn from it?

Sarah Gonzales

Feb 05, 2021

By now, you are probably aware of the controversy surrounding recent investment in GameStop, a US-based gaming retailer. In case you missed it, essentially retail investors on the Reddit chat…

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Doing more of what you love: 5 steps to align your values and your spending

Andrew Dunbar

Feb 04, 2021

When it comes to budgeting and financial planning, there is often a misconception that it is about imposing restrictions on your lifestyle. The reality couldn’t be more different; financial planning…

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3 Steps to Healthier Finances in 2021

Andrew Dunbar

Jan 29, 2021

With 2020, and hopefully the worst of COVID-19, in the rear-view mirror, many of us are thinking about our goals for the year ahead.  And while there is still some…

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How COVID-19 is changing our suburbs and regions

Andrew Dunbar

Jan 08, 2021

At the Apt 2020 End-of-Year event, attendees heard from author, demographer and commentator, Bernard Salt, on creating wealth in post-COVID Australia.  Those who attended will no doubt agree that it…

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Planning your 2021 finances? Don’t forget the people and communities who need us

Andrew Dunbar

Dec 17, 2020

COVID-19 has been challenging for many on the financial front, and our charities were not exempt. In fact, recent research has shown that 14% of Australian charities may be unviable…

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Why you should warn your loved ones away from ‘buy now, pay later’ services

Andrew Dunbar

Nov 25, 2020

It seems ‘buy now, pay later’ services are cropping up everywhere. Today, you can use these services for everything from retail purchases, like clothing or furniture, to dental care and…

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How to get started with your post-COVID financial plan

Andrew Dunbar

Oct 20, 2020

Financial downturns, like the one caused by COVID-19, are often touted as “once-in-a-generation” events. But the reality is that they can and likely will happen multiple times during your lifetime,…

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How to better manage your debt

Andrew Dunbar

Sep 23, 2020

The average Australian household holds $183,900 of debt, the second highest household debt-level in the world.  As we continue to face the economic impacts of COVID-19 and experience our first…

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Why you shouldn’t take financial advice from friends, family or the internet

Andrew Dunbar

Sep 15, 2020

Whether it’s a family member, a colleague or a stranger on a Facebook group, ask for advice today and there are usually many people willing to give it. While it’s…

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