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Category: Investment & Wealth

Posted on September 7, 2022September 7, 2022

Does Investment Diversification Work? The 2022 enigma…

The last year may have you questioning your investment portfolio strategy. Before making any changes, it’s best to look at some investment theories and historical facts.

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Posted on September 5, 2022September 5, 2022

Take action on your credit card debt now

If credit card debt is affecting you negatively, there is no better time to identify your bad habits and start breaking them!

Read our latest blog to find out the steps you can take today to relieve the financial pressure.

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Posted on July 15, 2022October 16, 2023

Webinar Now Available: Budgeting & Savings

In this webinar, Michelle Griffiths will guide you through some every day budgeting habits to set you up for a lifetime including budgeting and savings tips, understanding your financial framework and MUCH MORE.

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Posted on July 4, 2022July 4, 2022

Bank of Mum and Dad – a planned approach

Our experts have spoken to many parents who want to assist their children in buying their first house. Here are our key recommendations to make this a success.

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Posted on June 24, 2022June 27, 2022

7 tips to help you start your financial new year strong

Investment Advisory and Wealth expert Michelle Griffiths provides her tips that can help you achieve your financial goals, without budgeting.

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Posted on June 22, 2022October 16, 2023

Webinar On Demand: Maximising Your Super

Our Financial Wellness Series is for anyone starting out on their financial journey and wants to build their knowledge. Register now for Part 1 – Maximising Your Super.

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Posted on June 20, 2022June 20, 2022

4 Steps to Fix your ‘Financial Leakage’

There are four variables (pillars to financial success) that will affect your long-term financial success, of which you can control or influence only three. Read this article to find out more.

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Posted on May 16, 2022May 17, 2022

Is negative gearing worthwhile?

In this short video, Michelle Griffiths speaks about negative gearing, whether it’s worthwhile and dispels some of the myths around it.

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Posted on April 11, 2022October 16, 2023

Webinar Now Available: Investor Update 2022

Wondering how the Federal Budget and Election may affect you? In this free webinar, Leigh Jobling will discuss the impact of the Federal Budget and election, analysis of the market conditions and the potential impact and more.

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Posted on April 11, 2022June 22, 2022

Income Protection – the devil is in the detail

Michelle Griffiths answers a great question on income protection insurance and to what extent you would be protected.

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Posted on April 11, 2022April 11, 2022

Bull vs Bear Markets – learn from the past

Markets rise and fall (sometimes quite violently) in the short term, sometimes lasting for a period of months and is some cases even years. But while the bears might own the playground some of the time, the bull controls the neighborhood most of the time.

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Posted on March 21, 2022March 21, 2022

Investing in Property? Don’t just follow the herd

Investing in property? There are a number of options worth exploring when investing in something so big. Check out this case study which explores potential options to consider.

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