Monthly Archive: December 2014

New Year Financial Resolutions 2015

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New Year Financial resolutions 2015 – Part 2 Part 1 of our New Year financial resolutions list included: New year financial resolution 1 – Set a long-term financial goal New year financial resolution 2 – Look after your financial health New year financial resolution 3 – Sort out your superannuation New year financial resolution 4 […]

New Year Financial Resolutions 2015

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New Year Financial resolutions 2015 – Part 1 It’s usual at the start of each New Year to sit down and make resolutions. Typical New Year resolutions include losing weight, eating healthier and starting an exercise program. But have you thought about what New Year financial resolutions you have for 2015? To help you out, […]

Generation X Financial Planning Tips

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Generation X Financial Planning Tips As a member of the fabulous Generation X (born between 1964 and 1982) you’ve been through a lot. You’re familiar with hard work and ‘getting on with life when things are tough’. You survived the recession we had to have in the 1990’s, high unemployment rates and the global financial […]

Financial Planning For Generation Y

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Financial planning for Generation Y 4 money goals to aim for in your 20’s Are you a twenty-something who gets stressed out about your personal finances? Don’t worry – you’re not alone! You’ve made it through your education and have landed your first ‘serious’ job. And now it’s time to learn how to manage your money. […]

3 Tips For Your Financial Plan

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3 Tips For Your Financial Plan When did you last sit down with your financial adviser to review your financial plan? It’s tempting to just keep doing what you’ve always done, to adopt an “it’ll be alright” attitude. But being informed and aware as to what you’ve invested in is crucial to your long-term financial […]

Christmas On A Budget

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3 Tips For Christmas On A Budget It’s only a few weeks until Christmas. A time of celebration – but also a time where it’s tempting to overspend! Recent estimates show that Australians owe over $33 billion on credit card debt – that’s just over $4,000 each! So instead of using your credit card for presents […]