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Retirement Guide To Create An Income For Life

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    Helpful tips and insights on how to best manage your finances, help grow your wealth, reduce your tax and retire comfortably.

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    A calendar with a countdown of 10 years

    7 financial things to do 10 years before retirement

    Retirement is a major milestone in life, requiring careful planning and preparation. If you’re about a decade away from retiring, taking the necessary steps to ensure financial security in your golden years is essential. In this article, we’ll explore seven key financial things you should consider doing a decade before retiring. By evaluating your retirement […]

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    Retirement Planning

    12 Clever EOFY Tax & Super Strategies to Retire Early

    It’s tax season! Let’s kick it off with some savvy strategies to boost your finances and set the stage for a brighter retirement.
    Beware the pitfall: numerous high earners fall short of their retirement goals by underestimating their yearly super contributions.

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    Wealth Management Service

    Debunking 11 Common Myths about Personal Finance

    Are you ready to take control of your financial future? Our latest article dives deep into debunking 11 common myths about personal finance that could be holding you back from achieving your money goals.
    Discover the truth behind these misconceptions and empower yourself to make informed decisions about your finances.

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    Catch up contributions

    In this article, we will dive into the details of catch up contributions in superannuation, including eligibility criteria, benefits, strategies, tax implications, common mistakes to avoid, planning for retirement and calculating allowable contributions.

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    Technology Executive Case Study

    Downsizer Contribution: Make the most of out of your retirement

    Downsizer contributions can be a powerful tool in your retirement strategy, allowing you to make the most of the equity built up in your home. By understanding the eligibility criteria, benefits, and potential pitfalls, you can leverage this strategy to boost your super and enhance your financial security during retirement.

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    Ultimate Guide to Finding a Wealth Manager

    The Ultimate Guide to Finding a Wealth Manager

    Discover the keys to finding the perfect wealth manager with our comprehensive guide. As your personal CFO, we’re committed to providing you with the tools, strategies, and expert guidance needed to create an income for life.

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    how to best manage your finances

    Superannuation Advice: Everything you need to know to retire early

    Superannuation is a crucial aspect of financial planning, especially when it comes to retirement.This article aims to provide a comprehensive guide to understanding different types of superannuation funds, key factors to consider, and strategies for maximising your superannuation.

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    Self Managed Super Funds

    The Ultimate Guide to Self Managed Super Funds

    Explore the ultimate guide to self-managed super funds (SMSFs) in this comprehensive article, covering understanding, setup, management, benefits, risks, and challenges. Whether you’re a seasoned investor or new to SMSFs, discover everything you need to know about taking control of your retirement savings.

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    Unlocking the Power of Family Trusts

    Unlocking the Power of Family Trusts | 3 Compelling Reasons to Own One

    Chances are most of the recent media coverage you’ve seen surrounding family trusts relates to the legal spat between mining mogul Gina Reinhardt and her three adult children, but the good news is you don’t have to be a billionaire to reap the benefits they offer. The first thing you need to know about family […]

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    Our most popular blog

    Strategies for High-Income Earners

    Our most popular blog

    7 Strategies To Reduce Tax and Build Wealth for High-Income Earners

    We get it. You are on a high income, the tax you pay is just as high, and you are looking for ways to reduce your tax. This article will discuss strategies to reduce taxes and build wealth simultaneously.  These strategies are designed for people like you, high-income professionals and

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