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…
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…