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Video
January 7, 2020

Your financial wellbeing animation

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…
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Video
January 7, 2020

Age Pension Video

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…
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Video
January 7, 2020

Intergenerational wealth transfer

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…
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Video
August 26, 2019

Keeping your balance animation

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…
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Video
August 26, 2019

Tracking your spending

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…
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Video
August 26, 2019

Is money becoming an illusion?

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…