Top financial tips for downsizing

Top tips for downsizers

Downsizing is an exciting time that normally sees significant changes to your lifestyle and your budget. Here are our Top 5 tips for anyone thinking about downsizing… 1. Find a community you want to be a part of While normally in real estate…
get your retirement financial plan back on track

Getting retirement plans back on track

After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain…
Critical Illness Insurance - Marcelle and Darrens story

Marcelle and Darren’s story: protecting their family and future

Marcelle and Darren have had critical illness insurance throughout their 19-year marriage and even when financial pressure tempted them to cancel the policy, they continued to pay their premiums. Marcelle has dedicated her life to raising a…
LifePath superannuation strategies for EOFY

Smart super strategies for this EOFY

Want to help boost your retirement savings while potentially saving on tax? Here are five smart superannuation strategies to consider before the end of the financial year. 1. Add to your super – and claim a tax deduction If you contribute…
Looking after your mental health during a pandemic
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Maintaining your mental health through the pandemic

The COVID-19 pandemic has shifted our day-to-day lives in a dramatic way. One of the biggest changes to come from this period for many people was a transition to working from home. On top of this adjustment, parents had the additional challenge…
LifePath Financial Advisers EOFY planning guide 2020
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How COVID-19 changes tax time

As this financial year draws to a close, it will be viewed as a year like no other. COVID-19 (coronavirus) has impacted everybody’s life, albeit in different ways for different people. For some, staying at home has meant greater savings.…
LifePath Advisers look at the Australian Economy in 2020
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Timing the economic reboot

After successfully navigating our initial response to the COVID-19 (coronavirus) health crisis, backed up by $285 billion in government support to individuals and businesses to keep the economy ticking over, our thoughts are turning to how to…
Hold on bumpy markets ahead 2020 lifepath

Hold on … bumpy markets ahead

After period of optimism, global investment markets have hit the panic button on fears about the possible economic impact of the coronavirus (COVID-19). At times like these, it's good to get some perspective. Australian shares rose 24…
2020 financial Goals setting and tune up LifePath Financial Planning
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Time for an annual tune-up?

We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our car runs at its best and saves unexpected problems down the track. It follows then that we should take the same approach to other…
Check your financial fitness with LifePath
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2020 vision for financial fitness

What better year to have your financial health in tip top shape than the one requiring 20/20 vision! The start of any year is always a good time to assess your financial situation and make sure you are on track to achieving your dreams, but…
Australian retirement system review 2020 LifePath Financial Planning
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Our retirement system: Great, but room for improvement

You could be forgiven for thinking Australia’s superannuation system is a mess. Depending who you talk to, fees are too high, super funds lack transparency and governments of all political persuasions should stop tinkering. Yet according to…
Festive season decisions
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The festive season brings together families and important decisions

As we approach the end of another year, many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly older parents. Busy lives and distant homes can make it easy to feel out of…
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Steering through choppy seas

Like it or not, we live in interesting times. More than a decade after the Global Financial Crisis, the global economy is facing fresh headwinds creating uncertainty for policy makers and investors alike. This time around it’s not a debt crisis…
Keep your spending under control at Christmas
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Keep your spending under control this summer

The summer months can be a time of heavy spending for many Australians, particularly in the lead-up to Christmas. In fact, we spend an average of $573 on presents alone1. For many of us, this puts a major strain on our credit cards. And instead…

Trent and Brad at the Ekka

The westerly winds have been and gone and with that came the annual Royal Queensland Show (or, “the Ekka”, as everyone knows it). Both Trent and Brad took their families to the Ekka. This was Trent’s first time with his family but…