Category: Financial Advisor Melbourne Eastern Suburbs

Baby Boomer Retirement Planning Tips

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Baby boomer retirement planning tips In 2015 the youngest baby boomers will be turning 50. It doesn’t matter if you’re a 50-year old baby boomer or a 65-year old baby boomer – it’s time to start planning for your retirement now! Here are our top 3 baby boomer retirement planning tips: 1 Work out how […]

Estate Planning For Generation X

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Estate planning for Generation X Why consider estate planning when you’re in your 40’s? After all, you’re a busy Generation X with work and family commitments – it can feel hard enough getting your tax done every year! If you’re a member of Generation X, estate planning won’t always be top of mind. But life […]

5 Essential First Home Buyer Tips

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5 Essential First Home Buyer Tips With interest rates in Australia at record lows, you may be thinking about buying your first home. But before you start attending open for inspections and auctions, here are 5 things to consider.    1 Do your research before you start looking for your home You may have heard that the […]

Four Ways To Save Money In 2015

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Four ways to save money in 2015 If one of your financial goals in 2015 is to save money, have you worked out how you’re going to do it? Here are four ways to save money in 2015 so your financial future looks brighter.  1 Set realistic saving goals On New Year’s Day you may feel excited […]

3 steps to build your financial future

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3 steps to build your financial future Have you noticed that as you get older, the years seem to go by faster and faster? You get invited to your best friend’s 40th birthday party, when it just seemed like yesterday that you were in university! It doesn’t matter if you’re a Generation X, a Generation […]

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, […]

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 […]