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Investment platforms

Investing through a platform allows you to savour a smorgasbord of investment options, without being inundated by the administrative tasks associated with each investment.

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Investment return and risk

Choosing where to invest your money is a difficult decision and will depend on many factors, including your overall investment objectives, risk profile and the amount of time you have to invest. It’s therefore best to seek the advice of a qualified financial adviser who can help define your personal situation and identify the appropriate asset […]

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Model portfolios

A model portfolio will provide you with a combination of managed investments which are professionally researched and which use the process of blending various asset classes, investment managers and investment styles to achieve diversification. Our model portfolios are developed to suit a range of different investment profiles to help match your portfolio to your needs and […]

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Managing debt

Are your purchases costing you more than you expected? Managing your finances to meet your day-to-day requirements as well as your long-term goals can be a complex task.

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Choosing the right super fund

It’s essential that you take an interest in how your superannuation savings are invested as it is likely to be one of the biggest assets you will own. The decisions you make now about your super fund will affect the amount you have in retirement – in other words, your retirement lifestyle depends on it!

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What is a binding death benefit nomination

Superannuation is not an estate asset; on death it does not automatically flow to the estate of the deceased. The trustee of the super fund will generally pay a death benefit in accordance with the governing rules of the fund and relevant law. A binding death benefit nomination is a way to override this trustee […]

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Trauma insurance

“It won’t happen to me…” Maybe you’re right. Maybe bad things only happen to other people. But that doesn’t mean you want to risk being caught unprepared – and uninsured

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TPD insurance

Total and permanent disablement (TPD) is your financial back-up plan. It gives you the confidence to seize life’s possibilities knowing you’ve made plans to secure your family’s financial future… just in case!

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