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Conrad Francis - February 12, 2025
7 Key Facts About Testamentary Trusts for Your Will
When it comes to estate planning, a testamentary trust is a powerful tool that allows individuals to maintain control over their assets even after their death.
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Sherree Coffey - January 20, 2025
5 Reasons to Invest in Shares or Keep Money in Your Offset Account
When it comes to building wealth, balancing financial strategies can be challenging, especially for single-income households. A client of our, Mary (not her real name),
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Nicole Monks - January 15, 2025
How to Pay Off Your Mortgage by Your 50s
Owning your home outright is one of the most liberating financial achievements you can strive for, especially if you aim to do it by your
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Shane Mitchell - September 30, 2024
Reviewing your policies after a divorce or separation
For couples going through a separation or divorce, emotions can run high, and there are numerous decisions to be made. Finances, naturally, are a central
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Shane Mitchell
- September 6, 2024
Is Property Investing for Yield Still a Viable Strategy in 2024?
Property investing has long been a cornerstone of wealth creation for many Australians. However, recent developments suggest that the strategy of investing for yield might
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Shane Mitchell
- August 23, 2024
5 Key Tips to Ensure a Secure and Fulfilling Future in Retirement
In today’s rapidly changing world, the concept of retirement is transforming. To this point, the article in The Australian titled “Retirement and work blend is