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Financial Planning

Creating value: What should you expect from your adviser?

Andrew Dunbar

Nov 06, 2019

When it comes to your finances, picking the right adviser can make a world of difference. In the wake of the Royal Commission into the finance sector it’s certainly made…

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3 tips for better cash flow management

Emily Lanciana

Oct 30, 2019

When looking at your finances, it is important to understand where you are spending your money. However, for many of us it can be the most challenging part. Many Australians…

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Top 10 tips to saving money on travel

Andrew Dunbar

Oct 22, 2019

It’s the time of year where many of us are looking forward to some well-earned time off. As we head into the summer months taking a trip away is an…

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Tips to get started with investing

Emily Lanciana

Sep 10, 2019

As a financial planner, I hear many reasons why people don’t think investing is right for them; from ‘I don’t have enough money’ through to ‘I don’t know where to…

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Tips to protect yourself from scams

Andrew Dunbar

Sep 05, 2019

It’s a sad reality today that many Australians are targeted by financial scams. It’s something that is often in the headlines and we hear countless warnings to be aware that…

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Why You Should Consider a Career in Financial Planning

Andrew Dunbar

Aug 27, 2019

There’s no denying that the financial planning industry is experiencing its fair share of challenges. From changes to education standards requiring some established planners to return to study or lose…

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How to protect yourself and your money online

Andrew Dunbar

Aug 21, 2019

It wasn’t so long ago that the internet was restricted to your computer – you bought anti-virus software, and you were good to go. Today, so many devices from your…

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Is FIRE the best approach to your money?

Andrew Dunbar

Aug 13, 2019

Lately, I’ve noticed increasing buzz around early retirement strategies and so I read with interest a recent article on a couple who retired in their early thirties. It’s part of…

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Behaviours can dictate your financial life

Matthew Dunbar

Jul 18, 2019

As everyone knows, it can be a whole lot easier to spend money than to save it. We all set goals in life, and often they involve our finances; buying…

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Facebook Libra: Start of a new way or a fad that will pass?

Andrew Dunbar

Jul 10, 2019

There’s been plenty of noise lately around Facebook’s announcement that it’s entering the currency market with its newly branded Facebook Libra offering. It’s a move by Facebook to create an…

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How you can buy happier time – and why you should

Andrew Dunbar

Jul 02, 2019

It’s a lament we have all had at one time or another: I wish I had more time for the good things in life. With the pace of life today…

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Is ‘Acorns’ a good investment strategy?

Emily Lanciana

Jun 26, 2019

The rise of the micro-investment model, often referred to as Acorns after one of the early-to- market products in the space, has been swift. If you haven’t heard of it,…

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