Category Archives: Financial Planning
How to Build Financial Trust Across Generations – Vanguard Report
Learn how to build financial trust across generations and manage intergenerational wealth transfers effectively with insights from Vanguard. Continue reading
Posted in Estate Planning, Financial Planning, May Vanguard, Personal Finance, Uncategorized, Vanguard Insights, Wealth Management
Tagged Baby Boomers, Estate Planning, Family Finances, Financial Advice, Financial Planning, Financial Trust, Inheritance Planning, Intergenerational Wealth, Millennials, Wealth Management
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Why It’s Important to Have a Will – Vanguard Report
Having a legally valid will can go a long way to avoiding disputes over the division of your assets. Learn why it’s important to have a will and how inheritance planning can help you secure your family’s future. Continue reading
Posted in Estate Planning, Financial Planning, May Vanguard, Retirement Planning, Vanguard Insights, Wealth Management
Tagged #LegacyPlanning, #WillPreparation, AssetManagement, EstatePlanning, FinancialPlanning, FinancialSecurity, Inheritance, RetirementPlanning, Superannuation, WealthManagement
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How much do you need to earn in retirement? -Vanguard Report
Learn about the latest rise in the Age Pension rate and how it affects retirement planning. This article from Vanguard provides insights into the cost of living in retirement and the benefits of good retirement planning. Continue reading
Posted in Economic Insights, Financial Planning, Financial Wellness, Investment Strartegies, Lifestyle & Well-being, May Vanguard, Retirement Planning, Superannuation, Vanguard Insights
Tagged Age Pension, Cost of Living, Financial Advice, Financial Planning, Retirement Lifestyle, Retirement Planning, Superannuation, Vanguard Insights
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Australian Investors are Flocking to International ETFs – Vanguard Report
From our friends over at Vanguard, this article discusses the recent trends among Australian investors who are increasingly flocking to international equity ETFs. For more information, visit vanguard.com.au. Continue reading
Posted in Diversification, Economic Insights, Financial Planning, Investment Strartegies, Market Trends, May Vanguard, Vanguard Insights
Tagged Australian ETF Market, ETFs, Financial Planning, International Equity ETFs, Investment Trends, Market Insights, Vanguard Investments
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Work, life, travel – you can do it all!
Discover how you can balance work, life, and travel in this age of internet connectivity. Learn about alternative jobs you can do while exploring the world, and get tips on planning and preparing for your overseas adventure. Continue reading
Posted in Career Development, Financial Planning, Lifestyle, Lifestyle & Well-being, Travel Tips
Tagged Cultural experiences, Digital nomads, International job opportunities, Living abroad, Remote job tips, Remote Work, Travel and work, Travel jobs, Work-life balance, Working holiday
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Fin-fluencer or financial adviser
Kim Kardashian’s fine from the SEC for promoting cryptocurrency without disclosure highlights the risks of following ‘fin-fluencers’. Research shows that professional financial advice significantly improves investment outcomes. Learn why relying on experienced financial planners is crucial for securing your financial future. Continue reading
Posted in Consumer Behavior, Economic Insights, Financial Literacy, Financial Planning, Financial Wellness, Investment Strartegies, Legal Advice, Personal Finance
Tagged Cryptocurrency, DIY Investing, Financial Goals, Financial Markets, Financial Peace of Mind, Financial Planning, Finfluencers, Investment Advice, Kim Kardashian, Long-term Strategy, Professional Advice, Queensland University of Technology, Risk Management, SEC, Vanguard Investments
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Ignore the third stage of retirement planning at your peril
Retirement is often thought of as a time for leisure and travel, but it’s crucial to plan for all stages of retirement, including the frailty years. This article highlights the importance of preparing for health care costs, quality of care, and aged care expenses to ensure financial stability throughout retirement. Continue reading
Posted in Aged Care Insights, Elder Care, Financial Planning, Retirement Planning, Superannuation
Tagged Age Pension, Aged Care, Annuities, Financial Planning, Frailty Years, Health Care Costs, Longevity Risk, Quality of Care, Residential Aged Care, Retirement Planning, Superannuation
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Don’t bank your retirement on your business
Are you a business owner relying on selling your business to fund your retirement? This article explores the risks of such a strategy and offers practical advice on how to secure your retirement through planning, boosting superannuation, and improving your business’s attractiveness to potential buyers. Continue reading
Posted in Financial Planning, Investment Strartegies, Retirement Planning, Superannuation
Tagged Business Owners, Business Sale, Capital Gains Tax, Exit Strategy, Farming Business, Financial Planning, Investment, Retirement Planning, Superannuation, Tax Minimization
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Planning ahead for aged care
With the Australian population over 70 expected to reach nearly four million in the next 20 years, aged care planning is becoming increasingly important. This article covers the essentials of the aged care system, government support, fee structures, and the importance of early planning and open discussion within families. Continue reading
Posted in Aged Care Insights, Elder Care, Financial Planning
Tagged ACAT, Aged Care, Aged Care Fees, Aged Care System, Elderly Care, Family Planning, Government Support, My Aged Care, Retirement Planning, Senior Living
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How will Aged care impact your family?
As our population ages, the need for affordable and reliable aged care options becomes increasingly important. This article discusses key aspects of aged care, including home care, residential facilities, and government subsidies, to help you plan for your family’s future needs. Continue reading
Posted in Aged Care Insights, Financial Planning
Tagged Aged Care, Aged Care Costs, Aged Care Planning, Elderly Care, Family Support, Government Subsidies, Home Care, Residential Care, Senior Living
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