While we tend to give lots of thought to planning for the financial aspects of retirement, we often overlook the psychological impact of retiring from work.
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5 Reasons why you shouldn't get a loan to buy a car.
We explore a response we provided a prospective client recently, who was looking for support.
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Do I need to hire a financial planner?
Your finances matter. You work hard to earn your money, and you need to keep it safe.
While you are perfectly capable of doing that on your own, having some professional advice can be beneficial too. This is especially true during uncertain or turbulent times.
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The Top 17 financial mistakes financial planners see Australians make.
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Learn from your mistakes or learn from the mistakes of others, the choice is yours.
Our Lake Macquarie Financial Planning Advisers dive into the top 17 financial mistakes they see that hold Australians back.
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We provide an update on the market
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A money mindset is an overriding attitude that you have about your finances. It drives how you make key financial decisions every day.
Do you understand your money mindset? Do you know your money story?
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65 questions to ask yourself before you retire…
Are you ready for retirement? Are you on track to retire? Can you retire on your terms?
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What a year 2021 was…
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The new year is a time when we often hear others speak about their new year’s resolutions, what is your new year’s resolution?
Lose weight? Give up smoking? Give up gambling? Give up the booze? Save money? Buy a house? Or even retire?
Why not try something a little different this year & get your finances sorted in 2022.
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Are you prepared for a lifetime of work?
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Seven tips for choosing what shares to buy.
Including; determining your risk, understanding the economic environment, focus on what you already know, focus on growing industries/strong management teams, learn and understand the financial ratios of the business, read, read, read, don’t fall for FOMO, don’t rush.
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A major Chinese property group called ‘Evergrande’ is on the brink of failure. They are sinking in over $500 billion of debt.
What does this mean for Australia and how will you be affected?
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What next for property prices?
We take a look at the recent discussions around curbing credit and look at what banks are implementing, what options the government has at it’s disposal to slow or stabilise property growth, and what you can consider when looking at purchasing a new home.
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Is your behaviour holding you back from retiring?
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Michael Burry made a name for himself shorting the US housing market in 2007-08, immortalised in the movie, The Big Short. Recently, Burry has found another target to short, which the financial media has labelled the ‘Pretty Big Short’. The target of this short? US Treasury Bonds.
Click the link below to see if your superannuation and investments are exposed.
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How much wealth do you think you need to achieve financial freedom?
Most people have no idea how much money they will need to achieve financial security, independence and freedom. The giant numbers in their head are so intimidating that they never even start a plan to get there.
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What my orange tree taught me about investing?
Lesson Number 1: Start Now.
Lesson Number 2: Don’t Stop - Be Consistent.
Lesson Number 3: Play The Long Game.
Lesson Number 4: Enjoy the Fruits Of Your Labour.
How do you invest? Why do you invest?
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