Five good habits to build wealth

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According to the Reserve Bank of Australia, the average Australian earns $1,164 per week or $60,528 per year. Then, the average Australian saves 4.70% of their income or $2,844 per... Read more continue reading

Responsible investment continues to gain acceptance among investors

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There is a growing acceptance of responsible investment (RI) by millennials, women, affluent investors and institutions as the concept moves from being considered a niche and product-specific approach to one... Read more continue reading

3 tips to write an SOA your clients want to read

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Most clients don’t read Statements of Advice (SoA) because they are far too long. This renders them ineffective and exposes advisers to the risk that their client may not understand... Read more continue reading

Couples may need 40% deposit to afford Sydney home repayments

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For young Australians, one of the biggest challenges they face is the ability to own their own home. In our practice, we are seeing more and more clients who believe... Read more continue reading

Crowdfunding – democratising finance through technology

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In April 2015, Business Insider ran a story ‘A crowdfunding revolution is coming to Australia’[1]. That revolution has not only arrived, it is well established and growing exponentially. In this... Read more continue reading

The changing face of the Australian retail investor – ASX Australian Investor Study 2017

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More than one in three adults in Australia have investments in shares or other ‘on-exchange investments’ outside of institutional superannuation, beating investment property and cash savings as the most popular... Read more continue reading

UniSuper sees demand rise for face-to-face financial advice

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UniSuper, the $60 billion superannuation fund for Australia’s higher education and research sector, says despite the rapid growth of ‘robo’ advice, meeting financial advisers face-to-face continues to grow as the... Read more continue reading

A case study on moving quickly to protect assets

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After their father died, John’s and Mary’s mother was grief-stricken and for several years had little or no social life. Gradually, though, she began to broaden her social network and... Read more continue reading

Australian wealth hits record high, but investors need to protect it better

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Australian household net worth climbed to new record in the December quarter of 2016, almost hitting $10 trillion, but investors need to protect this wealth through a better management of... Read more continue reading

It’s April. How are those New Year resolutions looking?

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Remember New Year’s Eve? Almost four months ago many people shared their New Year resolutions with friends and family. Comparison website finder.com.au found that on average 58% of Australians broke... Read more continue reading