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According to a recent survey*, on average Australians have a financial wellbeing score of 59 out of 100. Interestingly, four categories were identified in the survey: no worries (>80 to 100 score), 24% of Australians; doing ok (>50 to…

There are many rules and regulations when it comes to working out whether you qualify for an Age Pension. This short animation explains some of the key considerations for those looking to apply for the…

When you pass away, an intergenerational wealth transfer may occur – the transfer of your wealth to the next generation; via the instructions laid out in your Will and super death benefit nomination (if applicable). These instructions will provide…

In the process of making a financial decision (especially regular want purchase), it’s important to remember to take the time to consider your two self’s: your present self; and, your future self. By doing this…

By formulating a budget, you often gain a better understanding of the movement of your money (inflows and outflows) and areas where surplus income may lie. This information can then be used to assess your existing financial situation and…

With an increasing population now familiar with ‘tap and pay’, the value of money and ability to make tempered financial decisions can sometimes become lost. A study* conducted in 2008 found that individuals spent more when using credit cards as opposed…

Have you ever been in the situation where you needed to withdraw cash, close a term deposit before maturity, sell-down managed funds or shares, or put a property on the market to meet a sudden…

Why do you manage money the way you do? You might be surprised to know that we all have a money personality that influences our behaviour and decisions and ultimately our success with money! It even…