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Luke McKenzie
Jan 72 min read
What Homeowners Need to Know About Interest Rates in 2025 and the latest on the Perth market.
As we enter 2025, the Australian economy is focused on potential changes to interest rates. With the Reserve Bank of Australia (RBA) and...
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John Bartle
Jan 73 min read
Is it worth paying for a financial planner or adviser? How a financial adviser can help you feel better about your finances
Discover the untapped potential of financial advice, common barriers stopping Australians from seeking help, and the powerful ways financial
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Mitchell Mackenzie
Nov 3, 20244 min read
The 12 saves of Christmas: Festive budget tips for a stress-free season
Enjoy a joyful Christmas without overspending! Discover 12 budget-friendly tips.
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John Bartle
Nov 3, 20244 min read
What does a financial adviser do? Understanding the role and benefits of a financial adviser
This article explains the role of a financial adviser.
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Luke McKenzie
Oct 19, 20245 min read
How to Choose the Best Home Loan in Australia for Your Needs
From traditional banks to new online lenders, choosing a home loan has come to feel like navigating a maze.  With so many different...
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Jaime Bedoya
Oct 19, 20245 min read
Financial Planning Tips for First-Time Home Buyers in Australia
Gearing up to buy your first home? It’s a big step. The market has been turbulent, to say the least, and if you’re a first-time home...
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Aspire2
Sep 4, 20245 min read
Refinancing 101: Everything You Need to Know About Refinancing Your Home Loan
A mortgage will be one of the largest – if not the largest – financial undertakings of your life. Depending on your rates, you will spend...
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Aspire2
Aug 22, 20245 min read
How to set up a self-managed super fund: 9 Tips to help you get started
Setting up a Self-Managed Super Fund (SMSF) is a significant step toward taking control of your retirement planning. But where do you...
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Aspire2
Aug 22, 20244 min read
Can I Live in My SMSF Property When I Retire?
Many Australians consider investing in property through a Self-Managed Super Fund (SMSF) as a part of their retirement planning. It’s a...
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Aspire2
Jul 23, 20244 min read
What is SAPTO & How Can it Impact Your Taxes in Retirement?
As you settle in to enjoy life beyond work in Australia, building a firm understanding of the intricacies of the tax benefits available...
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Aspire2
Jul 23, 20245 min read
What are the Tax Implications of Going Back to Work After Retirement?
When our golden years are on the horizon, the idea of retirement starts to take shape – but what will this look like? For many...
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Aspire2
Jun 11, 20245 min read
How You Can Best Utilise Your Savings from Stage 3 Tax Cuts This Financial Year
The Australian government’s Stage 3 tax cuts are set to deliver some much-needed savings to taxpayers across the country, offering a...
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Aspire2
Jun 11, 20246 min read
What is in the Australian Federal Budget 2024-25: Everything You Need to Know
Treasurer Jim Chalmers recently presented the Australian Federal Budget for 2024-25, and given the unstable economic climate of late, it...
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Aspire2
Apr 10, 20245 min read
Women’s Position in Generational Wealth Transfer & the Push For Better Financial Literacy
Australia and countless other countries across the world are on the brink of the most substantial intergenerational wealth transfer ever...
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Aspire2
Apr 10, 20245 min read
Personal Finance for Women: What Women Need to Know When It Comes to Inheritance
Navigating the world of inheritance can be complex. Studies show that women in Australia are increasingly finding themselves at the helm...
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Aspire2
Mar 19, 20245 min read
How to Be Smart with Taxes Leading into Retirement
Transitioning into retirement brings a wave of new experiences, but with it comes a handful of financial concerns that need careful...
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Aspire2
Mar 19, 20244 min read
What is a Self-Managed Super Fund (SMSF)?
As you contemplate your golden years, you might think about how to manage your retirement funds better. If you’re in Australia, there’s...
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Aspire2
Feb 16, 20246 min read
Our Smart Money Planner After Retirement
Retirement isn’t just a new chapter in life; it’s a significant transition demanding careful financial planning and adjustments. The...
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Aspire2
Feb 16, 20245 min read
How People Can Enhance Their Income Stream in Retirement
Building and managing retirement income means navigating a wealth of intricacies and personalised strategies, especially in today’s...
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Aspire2
Dec 19, 20235 min read
What are the 5 Components of Estate Planning?
Navigating life’s eventualities requires thoughtful preparation to ensure your wishes will be met, and your loved ones are well cared...
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