Schroders Global Investor Study: Sustainable investment ambitions fail to reflect actions

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The proportion of people who are investing sustainably is significantly lagging those who are interested and would like to invest, indicating that a gap exists between investors’ intentions and their tangible actions, according to the latest Schroders Global Investor Study 2019. The survey of over 25,000 investors across 32 locations around the world has found […]

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Helping one of your children with a home deposit

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More parents are contemplating helping children enter the home market. Whilst the banks are starting to relax their lending criteria, with the now sky high prices of real estate in the major capital cities, the “Bank of Mum and Dad” is still very much in demand. But don’t just give them the money! There are […]

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New parents feel highest level of financial stress before baby arrives, AMP study shows

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New research from AMP has revealed parents worry more about money in the lead up to having a baby than any other time. The results from the AMP’s Financial Wellness study revealed planning for a baby causes greater financial stress than having a child, with 71 per cent of those expecting a baby in the […]

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Financial advisers risk losing clients if they fail to demonstrate long term value of advice

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Life insurance provider MetLife Australia has released a new report revealing a disconnect between perceptions of cost and value when it comes to insurance and financial advice. Now in its second year, the MetLife Adviser-Client Relationship Report 2019 is the largest quantitative study of its kind and includes insights from consumers and Small to Medium Enterprises (SMEs) […]

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The chance to resign – a poison chalice in dismissal claims

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An employee who is offered the chance to resign by their employer should think long and hard as it may prevent any claim against the employer thereafter no matter how well-placed that claim would otherwise have been. MARGE:     The power plant called and said if you don’t come in tomorrow, don’t bother coming in […]

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Nine in 10 Aussie Dads just want priceless time with family this Father’s Day – not useless gifts

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Gift givers should ditch cliché gifts like socks, wine and clothes this Father’s Day, with new research by MyState Bank revealing nine in 10 Aussie Dad’s put a family experience at the top of their wish list. The survey of 1,001 Australians commissioned by MyState Bank revealed that a huge 48% of Dad’s have received […]

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Pensioners set to get a pay rise

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AMP research has found part-pensioners could receive a lump sum payment of up to $178 for singles and $234 for couples when the federal government’s deeming rate changes come into effect next month. The deeming cut is the first since 2015 and was announced earlier this year. It will be backdated to 1 July meaning eligible part-pensioners […]

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Confusion around credit reports rife among Aussie consumers

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Australians are still confused about what goes into their credit report, despite it being an important record of their credit health, according to research by consumer education website, CreditSmart. The CreditSmart survey found that nearly three quarters of Australians assume their credit score is included in their credit report. One in five mistakenly believe that marital […]

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12 Reasons clients maintain an ongoing relationship with Financial Advisers

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In one of my previous articles, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for many years with clients of financial advisers. In this article, I’d like to share why clients maintain an ongoing relationship with a financial adviser, again, […]

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Six in 10 Australians say their mood negatively impacts their savings habits

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Boredom and ‘bad days’ are among the biggest savings roadblocks for Australians, along with social media influencers, peer pressure from friends, and Buy Now, Pay Later services according to new research by MyState Bank. MyState Bank research revealed Australia is a nation of emotional spenders, with 62% of Australians saying their emotional state, such as […]

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