Confusing terms and jargon affecting decision-making

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The use of jargon that is not understood by investors, and is even misleading, is likely to hold back the take-up of services that should be embraced, such as insurance, warns Michael Hutton, head of wealth management, HLB Mann Judd Sydney. “It’s all very well for the financial services industry to come up with a […]

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It’s unlikely, but there could still be super changes in the Budget

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While the government hasn’t ruled out making further super changes in the Federal Budget, and it is unlikely any additional changes will affect current financial year plans for investors, anyone planning changes to their own strategies should try to implement these prior to next month’s Budget to be on the safe side, says Andrew Yee, […]

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Look out for signal to become ‘wealth builder’ – says HLB Mann Judd

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People need help to recognise when they are able to become ‘wealth builders’ as it’s too easy for them to miss the signal that says they are in prime position to ensure a healthy financial future. Unfortunately, if they miss the signal it can make a significant difference to their financial position when they retire, […]

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