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Welcome to our latest newsletter

We hope everyone is keeping warm in these chilly months. The good news is the days are getting longer and spring is just around the corner.

We start this edition with a look at estate planning, something to consider in any financial plan.

If you are worried about the spending habits of your older children there are some tips on how you might be able to help get their finances on track.

Some retirees may have reason to return to work. However, if you have accessed your super there are rules you should be aware of.

For first-time property investors, we provide some inspiration for tackling the property market.

Finally, too much to remember in today's busy lifestyle? We have included an article with some information to improve memory.

If you would like to discuss any of the articles, please contact this office on 08 9388 2960 or


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Understand estate planning

Decide how you want to be looked after if you can’t make your own decisions and how you want your assets to be distributed after you die.

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5 ways to help your grown-up children manage their finances better

There are ways you can help your children by encouraging positive behaviour when it comes to their personal finances.

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Can I go back to work if I’ve already accessed my super?

When you access your super at retirement your super fund may ask you to sign a declaration stating that you intend to never be employed again. But there may be compelling reasons why someone would subsequently return to work.

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7 tips for first-time property investors

If you’re looking to invest in the Aussie property market, here are some key points to consider at any age.

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This simple trick will help you remember absolutely anything

Stop "outsourcing" your memory to Google and start investing in the power of your own mind.

Read full article >>