Loan vs Gift? – the right way to help out your kids

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We all know that life’s pretty expensive living in Australia these days – especially if you have a hankering for buying residential real estate in a capital city. Plus, if... Read more continue reading

Rate your wealth: a reality check

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While many people may appear to be wealthy, in reality their financial situation can be quite tenuous – it is important to take steps to build enduring wealth, warns Michael... Read more continue reading

WSSA Financial Wellness Index : Australians are not well

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The Workplace Super Specialists Australia (WSSA) Financial Wellness Index has found almost two in five Australian workers are in dire need of improving their financial wellbeing, with only one in... Read more continue reading

WSSA Financial Wellness Index to uncover day-to-day financial reality

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Workplace Super Specialists Australia (WSSA) has partnered with CoreData Research to canvass the views of everyday working Australians on their financial wellness. Launching its Financial Wellness Index at its annual... Read more continue reading

Overconfidence and false expectations may explain why Australians hold less life insurance than their global peers

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Relative to their global peers, Australians have less savings, are less financially literate, and are more likely to underestimate the risks of death, illness and injury. Not surprisingly, Australians are... Read more continue reading

Political risk affects how assets are held

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Australian investors must recognise that political risk is currently a significant consideration in wealth creation and management, Matt Walsh, head of Lifeplan, has warned. “Managing political risk clearly involves the... Read more continue reading

Do you have less than 10 years to retirement?

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Do you have less than 10 years to retirement and are relying on picking the right shares to build your wealth? STOP. You are wasting your time. Here is why: S&P... Read more continue reading

ASIC encourages Indigenous consumers to ‘take a minute with their money’

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To mark NAIDOC Week (3-10 July 2016), ASIC has released a new series of videos designed to help Indigenous consumers with key money decisions. They encourage people to take time... Read more continue reading

End of financial year a great time for financial goals check: AMP Capital

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Investors should revisit and refresh their financial goals in time for the start of the new financial year,according to AMP Capital. AMP Capital’s End of Financial Year (EOFY) investment checklist... Read more continue reading

New life insurance study exposes real claimant experiences

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All Life Insurance companies should step forward to allow an independent assessment of the experience of their life insurance, Trauma, TPD and income protection claimants from the last twelve months... Read more continue reading