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Investing For The Next Generation (website)

Investing for the next generation

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come. But one of the greatest risks to that legacy can be the challenge of dealing with sudden wealth. When adult children inherit large sums or…

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Website Celebrating With Heart

Celebrating with heart – not habit

As the festive season approaches, there is a noticeable shift in the air. The days grow longer, school terms wrap up, and communities across the country begin to prepare for end-of-year celebrations in all kinds of ways. For some, it is about unpacking boxes of decorations, preparing familiar family recipes and racing around the shops….

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251028 Private Vs Govt Funded Elderly Care

Private vs government-funded elderly care: what’s best for your loved one?

Older Australians can access both government-funded and private aged care services, each with different costs, eligibility rules and flexibility. Understanding the differences between these options can help you or your loved ones make informed choices about the right support at home or in care. Elderly care is currently one of the most invested programmes by…

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Website Volunteering

Volunteering in retirement: finding purpose, structure, and joy

Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next phase of your life; a thought might cross your…

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Website Gifting

Gifting for future generations

At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved ones­. You might be thinking about handing over a lump sum to help them with a major purchase or business opportunity, or be keen to…

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Website Surviving

Surviving the silly season

Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to feel a little frazzled. In fact, research has found that the holiday season is…

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241119 Challenger Aged Care Advice Opportunities

LP Financial Planning: Proudly Leading the Way in Aged Care Advice

We are thrilled to share some exciting news with you! One of our founding directors, Brad Monk, was invited to participate in a national webinar hosted by Challenger Limited, a leading company in retirement and aged care income solutions. The webinar, titled “1st July 2025 Aged Care Advice Opportunities,” was a significant event with over…

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241112 Is A Retirement Village Right For You

Is a retirement village right for you?

The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life….

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240918 A Sandwich Generation

Caught in the middle: help for the sandwich generation

If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all walks of life, describing those at a stage of their lives where they are caring for their offspring as well as their elderly parents. The phenomenon…

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240515 Budget

Federal Budget 2024-25 Analysis

What does the Federal Budget mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here and now, he says, but also for the decades to come. More…

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How To Give Back

How to give back

Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here or overseas, Australians rush to donate their time, household goods and cash. However, we still lag New Zealand, the US, Canada and the United Kingdom when it comes to giving money. According to Philanthropy Australia,…

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The gift of giving this Christmas

Christmas is a time when we come together to celebrate with our family and friends. And, for those who haven’t been able to see friends and family due to border closures, it will be an even more joyous occasion this year. Gift-giving is typically a big part of celebrating Christmas and provides a great opportunity…

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