Category Archives: Personal Finance

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

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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

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Cybersecurity – Identity theft and prevention

The alarming increase in identity theft and scams highlights the importance of cybersecurity. This article provides essential tips to protect your personal information and prevent identity theft, along with steps to take if you suspect your identity has been stolen. Continue reading

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Keeping up with the Joneses could be costing you more than you think

Keeping up with the Joneses can lead to financial stress and debt. Learn how to manage your finances better with mindful spending, budgeting, and avoiding impulse buys. This article provides practical tips to help you stay in control and live your best financial life. Continue reading

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Helping you keep out of trouble with your credit card debt.

Credit cards can make life easier, but they also pose a risk if not managed properly. This article provides simple suggestions to help turn credit cards into effective money management tools, ensuring you stay on top of your debt and avoid financial trouble. Continue reading

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Breaking free from living pay-to-pay

An alarming number of Australians are living paycheque-to-paycheque. This article explains how poor money management leads to cashflow issues and provides advice on breaking the pay-to-pay cycle and getting your finances under control. Continue reading

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10 tips to prepare for retirement

Looking forward to an enjoyable retirement? Our top 10 tips will help ensure you’re on track. From reviewing your investments to getting your estate in order, this checklist will guide you towards a smooth and stress-free retirement. Continue reading

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3 things you may have forgotten to plan for in retirement

Retirement should be a time to relax and enjoy life, but there are important aspects often overlooked. Learn about re-contribution strategies, death benefit nominations, and having a spending policy in place to ensure a stress-free retirement. Continue reading

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What is money… really?

Explore the difference between money and currency, delve into the history of banking, and discover what constitutes real money. Learn why understanding these concepts is crucial, especially during economic instability. Continue reading

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How much do you know about investing?

How much do you know about investing? This quiz explores basic investment concepts and helps you understand key terms like assets, investment income, managed funds, and more. Test your knowledge and learn how investing wisely can help you reach your financial goals. Continue reading

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