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Financial Planning

Has COVID driven us to being a cashless society?

Andrew Dunbar

Aug 04, 2020

Since the introduction of EFTPOS in the 1980’s, we have been slowly moving towards a cashless society, and there is no denying that COVID-19 has accelerated this process. At the…

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Is now the perfect time for a sea or tree change?

Andrew Dunbar

Jul 22, 2020

As more businesses commit to continuing work-from-home arrangements, we are seeing many people considering a sea or tree change.  Once a lifestyle limited to retirees or those with regional job…

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Helping your adult children and grandchildren with the financial impact of COVID-19

Andrew Dunbar

Jul 09, 2020

Many parents across Australia relish the opportunity to help their adult children and spend more time with the grandkids by providing childcare, but during COVID-19, much of this came to…

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How to prepare your finances now for life after COVID-19

Andrew Dunbar

Jun 25, 2020

As restrictions start to lift and life begins to look a little more like it used to, it’s important to be prepared for changing financial goals and challenges. Many of…

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How to protect yourself from scams

Andrew Dunbar

Jun 11, 2020

While we’ve certainly seen the best in our communities during COVID-19, we’ve also seen the other side of the coin – a rise in targeted COVID scams, designed to get…

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2020 Tax Tips

Andrew Dunbar

Jun 02, 2020

With almost all of us working from home in 2020, our tax deductions will look a little different this year. If you’re working from home as an employee, it’s important…

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Why frugal is the new cool

Robert Greig

May 28, 2020

It’s likely that you or someone you know has been impacted financially by COVID-19; losing hours, taking a pay cut or even losing their job. For many, this has acted…

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How COVID-19 is changing approaches to personal finances

Andrew Dunbar

May 05, 2020

As the COVID-19 crisis continues to unfold, we are all facing changes to the way we live and work, and, for many, this is flowing on to how they approach…

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Tips for maintaining corporate culture when working remotely

Andrew Dunbar

Apr 21, 2020

With the onset of the COVID-19 pandemic, many of us have been asked to make the shift to a virtual working environment with little or no notice. In this climate,…

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Managing mental health during COVID-19

Andrew Dunbar

Apr 15, 2020

As we move through this period of uncertainty impacting so many aspects of our lives, from health to social connections, finances, and employment, managing mental health is a critical piece…

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COVID-19: Tips for US citizens living in Australia

John Versace

Apr 15, 2020

The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more…

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What should you consider before you gift or loan a family member money?

Andrew Dunbar

Mar 10, 2020

When it comes to lending money to family, you want to tread lightly. It can be fraught with financial, legal, and emotional consequences for both you and the recipient, so…

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