Vantage Point
Guidance and client experiences from our Advice team.
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Investment Habits in a Challenging Market
After over a decade of solid returns, in recent times investors have experienced great challenges when it comes to investing.
Jan 16, 2024
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Risk; When is the Right Time and How Much Should I Take?
Discussions about future life goals, returns, and performance necessitate a comprehensive understanding of the concept of 'risk.'
Jan 15, 2024
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A Financial Goal for 2024: Easy Win/Win – Less Tax and More Savings
Assessing your Total Superannuation Balance and Total Super Balance.
Jan 14, 2024
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The Gradual but Harmful Impact of Inflation on Your Wealth
The sudden surge of inflation, largely influenced by the COVID-19 pandemic, has prompted a renewed interest in how it affects investors.
Jan 13, 2024
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I’m Going on a Holiday – What Estate Documents Should I Have Before Take-Off?
See the seven steps you can follow to sure up your Estate planning affairs before jetting off on your next holiday.
Jan 12, 2024
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Centrelink 101: A Guide to Age Pension and Commonwealth Seniors Health Card
As you approach retirement age, forward planning every source of monetary support becomes increasingly critical.
Jan 11, 2024
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The Three Phases of Investment – Adding, Drawing, Selling
The three phases of investment - adding, drawing, and selling - are crucial components of a well-planned investment strategy.
Jan 10, 2024