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Home Care to Residential Aged Care Transition
The journey from home care to residential aged care is more than a mere change of address; it is a pivotal life event, rich with...
Amanda Varidel
Jun 17, 20242 min read
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‘Outrageous Amount’: Research says $1.6m
The average Australian believes they need $1.6 million saved for a comfortable retirement, according to research from Colonial First...
Amanda Varidel
Apr 24, 20242 min read
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Mindfulness
What is mindfulness? You may have heard of mindfulness as a technique to help you relax and better process emotions. In this article, we...
Amanda Varidel
Apr 15, 20242 min read
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The Value of Advice: Why Having a Financial Adviser is Vital
With talks of rising costs, many people are worried about their financial future. During these tough times, many Australians turned to...
Amanda Varidel
Apr 4, 20245 min read
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Time is running out on Securing a Super Bonus
With ample time left before 30 June, now could be a suitable time to catch up on super. The early part of each year is often a suitable...
Amanda Varidel
Mar 14, 20243 min read
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Four Timeless Principles for Investing Success
Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your...
Amanda Varidel
Mar 7, 20244 min read
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How to get life insurance
If you are considering taking out life insurance for the first time, there are a few things you may want to know about the process....
Amanda Varidel
Feb 23, 20243 min read
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How Life Insurance Works
Life insurance is designed to protect you financially if something unexpected happens to your health. It includes a number of different...
Amanda Varidel
Feb 5, 20244 min read
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Downsizing and Turbocharging Your Super
You can divert up to $300,000 of proceeds on the sale of your home into your super fund, penalty-free. Since the superannuation guarantee...
Amanda Varidel
Jan 10, 20242 min read
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Super Funds: Keys to the Castle or a Looming Responsibility?
Australia's super funds hold the keys to our retirement security, but many are complacent. Disturbing trends suggest that funds are not...
Amanda Varidel
Dec 14, 20233 min read
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Advisers do Personal Insurance Best
The latest claims data from Australian Prudential Regulation Authority (APRA) suggests that advised life insurance clients may have their...
Amanda Varidel
Dec 5, 20232 min read
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The World’s Most Secretive Investment Club
Have you heard of the most secretive club in the world of investing? The strangest thing is that even its members do not know they are a...
Amanda Varidel
Oct 30, 20231 min read
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Master Class on Investment
There is a plethora of information about investing available to us. While it can be challenging to source the best and most reliable...
Amanda Varidel
Oct 25, 20234 min read
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5G Advice – The roles an Adviser plays
Providing financial advice is multi-dimensional and often complex in assisting and supporting you. It is not always about cost and return...
Amanda Varidel
Oct 16, 20231 min read
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Advice delivers a whopping 5.9% edge
Financial advisers deliver a value of 5.9% beyond what clients could normally expect as they navigate their financial affairs, according...
Amanda Varidel
Oct 9, 20232 min read
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China trouble not all doom for Australia
Perhaps more than any other developed country in the world, Australia has immensely benefitted from the almost 30 years of rapid Chinese...
Amanda Varidel
Sep 25, 20233 min read
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The Eight Mistakes that could Kill your Wealth
Let us face the fact that we all make mistakes. When it comes to mistakes in relation to our investments a mistake can have catastrophic...
Amanda Varidel
Sep 11, 20233 min read
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Transition to Retirement Pension
A ‘Transition to retirement’ pension enables you to use your accumulated superannuation savings to supplement your employment income...
Amanda Varidel
Jul 12, 20234 min read
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CASE STUDY: How to use a reverse mortgage to help with the cost of living
Heartland Reverse Mortgages have said that over 30% of their recent customers have taken out a reverse mortgage to supplement their...
Amanda Varidel
May 24, 20232 min read
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Testamentary trusts
A testamentary trust is established within a Will to allow an inheritance to be paid to a group of people rather than to one person...
Amanda Varidel
May 2, 20233 min read
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