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Articles in the ‘Planning’ Category:

3 Simple Steps to Becoming a Property Mogul

Investing in property can be a daunting task, with so many things to think about. Remembering it is a long term investment and nobody wants to get it wrong.  I …
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It’s time to lean in

Superannuation Companies need to lean in. Or we could see a generation of women retiring in poverty. Last month, research by the Association of Superannuation Funds of Australia found one …
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Thought about income insurance?

As women change jobs more often than they did in the past – losing built up sick and annual leave as a result – it’s becoming more and more difficult …
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Maximising your tax benefits

As an investment advisor I am frequently asked how to make tax work for investors. I am not a tax expert but I understand the basics around considering the tax …
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5 tax tips every women should know

Tax time can be a major headache, but with a few tips from the experts, it can be smooth sailing.  1.   Get organised early. Don’t leave it too late to …
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Style Your Investment like a Chief Investment Stylist

Having a Dad as a stockbroker and a Mum as a self-employed legal consultant, I was exposed to shares, investing, and the importance of being independent from a young age. …
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