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Many of our clients have expressed a desire to be better informed when it comes to planning their financial future.

So, welcome to our Research Centre where you will find a comprehensive library of easy to understand information on important financial topics that we know you will find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.



Investments PDF Print E-mail
Written by LiveNow   
Friday, 23 March 2007

What is involved in investing?

Whatever your reason for investing it is important to select an investment that suits your needs and objectives.

Last Updated ( Friday, 23 March 2007 )
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Superannuation PDF Print E-mail
Written by LiveNow   
Friday, 23 March 2007

Why Superannuation Is Important

Although talk of retirement is enough to make the eyes glaze over of those under the age of 40 (and even a few of those under age 50), it doesn't have to be dull - unless of course the thought of having a lump sum of around $1,000,000 to play with bores you to tears.

Last Updated ( Friday, 23 March 2007 )
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Life Insurance PDF Print E-mail
Written by LiveNow   
Friday, 23 March 2007

Who needs Life Insurance?

Life insurance is designed to protect your family and other people who may depend on you for financial support. If you die and lose your income, the people that are dependent on your financial support will lose that income, so life insurance can help cover some or all of that loss depending on the policy you choose. But there are instances where life insurance can be beneficial even if you have no dependents, such as your desire to cover your own funeral expenses.

Last Updated ( Friday, 23 March 2007 )
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Retirement Plans PDF Print E-mail
Written by LiveNow   
Friday, 23 March 2007

Why Plan?

You could be retired for several years and if you haven't planned well, you might not have the income to enjoy all the hopes, goals and dreams you had for your retirement years.

Last Updated ( Friday, 23 March 2007 )
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Debt Reduction PDF Print E-mail
Written by LiveNow   
Friday, 23 March 2007

What is involved?

A key criteria in many financial plans is the reduction of debt. Most Australians want to have paid off their home and to have established enough superannuation so that they are not forced to sell the family home in order to retire.

Last Updated ( Friday, 23 March 2007 )
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