Why get advice?

Case studies

Read some examples of how financial advice can help people in different situations and lifestyles.

1. Using life insurance to keep the family going
Help protect your family's future with a life insurance policy to help repay debts in the event of death.

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2. Protecting future income
What would happen if you were unable to work because of illness or injury?

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3. Super Support from the Government
A look at government incentives that support superannuation savings.

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4. Salary Sacrifice to Superannuation
Salary sacrificing strategy to provide tax savings and build investments.

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5. Debt Consolidation & Restructure
Consolidating debts to reduce tax, loan payments and interest charges.

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6. Managing Cash Flows
Making incremental changes to banking and cash management arrangements in order to keep track of finances and manage loans and investments more effectively.

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7. Borrowing to invest
A look at the viability of gearing (or borrowing to invest) as a means of improving financial position over the long term.

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8. Super Tax Savings for Small Business Owners
How small business owners can get tax deductions for super contributions and build investments outside of the business.

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9. Investing in Growth Assets
Comparing the rate of growth of investments in bank deposits or shares.

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10. Investment Discipline v. Picking Winners
Should you adopt a balanced and disciplined investment approach or speculate with investments and try to pick winners?

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