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An important conversation with your parents (and your kids)

01 Oct 2022 | Latest News

Older people tend to be very private around subjects like their finances, estate planning and aged care, etc. This article provides information about what you should be discussing with an elderly relative (and your kids), and how to open a two-way conversation that puts everyone’s mind at rest.
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Should you consider a testamentary trust?

29 Sep 2022 | Latest News

An explanation of what a testamentary trust is and how it can be used as an estate planning tool.
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The inflation effect on the value of savings

22 Sep 2022 | Latest News

Inflation devalues the purchasing power of your money. How will inflation impact the value of your savings, particularly if you’re still being highly conservative and holding a large portion of your portfolio in cash waiting for the economy to ‘get back on track’?
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Increasing interest in inflation

20 Sep 2022 | Latest News

Virtually all global equity markets were sold down in the first half of 2022 as markets worried about Central banks lifting interest rates to fight runaway inflation.
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The female investor

05 Aug 2022 | Latest News

Many women are retiring in poverty, but this may be about to change. Find out why female investors are quickly rising in numbers and how their portfolios tend to differ from their male counterparts.
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