setting up a retirement support team - LifePath Financial Planning Brisbane
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Setting up a support team

How to choose the right people to help protect your financial assets To reduce your vulnerability to elderly financial abuse, it’s important to have a strong support team around you that you can rely on and trust. These are the people who…
Finally a super idea for extra retirement income. Lifetime Pension
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Finally, a super idea for extra retirement income

The federal government’s recent “Retirement Income Review” pointed out that many retirees live on just the income from their superannuation, rather than drawing down on the balance as they progress through retirement. This seems to…
What exactly is inflation? LifePath Financial Planning answers the question
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What exactly is inflation?

By Beatrice Yeo, Economist What exactly is inflation? Why is the RBA so keen to see it return? And more importantly, what does this all mean for investors? The Reserve Bank of Australia has recently made an unprecedented change to the…
Financial rewards of optimism with LifePath Financial Planning
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The financial rewards of optimism

If it wasn’t already clear, the past 12 months certainly cemented the fact that life has a habit of throwing us the occasional curveball. The reality is we all face challenges, however approaching life with a positive mindset can help us deal…
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Time to review your income protection cover

If you’ve owned an individual income protection or salary continuance policy in recent years, you may have seen your premiums increase as insurers struggled to cover their large losses on these products.i Given the ongoing competition…
counting down to June 30 - working from home expenses you can claim in 2021 LifePath Financial Planning can help
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Counting down to June 30

It’s been a year of change like no other and that extends to tax and superannuation. As the end of the financial year approaches, now is a good time to check some new and not so new ways to reduce tax and boost your savings. With so many…
managing investment risk with LifePath Financial Planning
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Managing investment risk in uncertain times

2020 exposed investors to the end of a bull market and the start of a global recession, all caused by a totally unexpected global pandemic. The outlook for the global economy and investment markets remains uncertain until an effective vaccine…
choosing the right life insurance with LifePath financial planning

Mind the insurance gap

At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet the gap between what we need and what we have, has been growing. Life insurance is all…
Strategies to rebuild super after early withdrawal
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Strategies to rebuild super after early access

If you've accessed your super early due to COVID, there are a number of strategies that can help you get your super back on track, when the time is right. Three strategies to rebuild your super  There are three key strategies that could…
a life stage guide to retiring well

A life stage guide to retiring well

In the early years of working life, retirement can seem too far away to be a priority. We talked to Stevie-Jade Turner CFP®, about how she helps her clients get their finances in shape for a better future at every life stage leading up to retirement. In…
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Scottie’s Story

Scottie lives in country NSW with his wife and daughter and works as a Project Manager. He was diagnosed with bowel cancer when he was 40. Thanks to his financial adviser’s guidance, Scottie had Critical Illness and Income Protection cover.…
US Election 2020 - A house divided
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US Election: A House Divided

After a tense few days of vote counting, Joe Biden has been elected the 46th President of the US. The larger story, however, is that the US remains a house divided. Polarisation has been on the march over recent decades, but the Trump-Biden…
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…