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Global outlook summary: Down but not out
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Golden Rules for Deductions
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Stop!! Don't do a paper Budget, use our online budgeting tools instead.
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Australia's vital statistics
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Work-Related Expenses
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ATO updates crypto guidance
Article archive
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Tools to help you manage your financial position are available on our site.

Three ingredients to attaining your retirement goals: give yourself enough time, utilise professional assistance and increased financial literacy.  

     

On a beach, in a desert, atop a mountain, at a restaurant, overseas, under a tree, or by a river there’s always time to work at improving the understanding you have of your financial position and of how better to manage your money.

Being able to develop and manage a Budget has always been important to gaining better control of our affairs. Unfortunately, undertaking this task on a regular basis has always been hard, time consuming and, at best, ad-hoc. While there are many tools and resources available to you those that better connect you to your financial planner can provide the best long-term outcomes. Plus such tools are secure and available 24/7 so you can use your time rather than ‘fitting’ in with someone else.

The value of completing and managing a budget on an ongoing basis cannot be overstated. So to help we take great pleasure in providing you with access to a comprehensive range of integrated budgeting, superannuation and cash flow tools via our website.

To start using them simply click on the Calculators or Financial Tools button in the menu bar and login in again or register.

The real beauty of these tools is that you can use them, leave, and when you come back to keep developing your budget or test some Super strategies the information you entered previously is still there waiting for you. Of course, you need to Register so the system knows which information is yours, just like, say, Internet Banking.

While these tools are great for those getting closer to retirement they are also of value to the young who need to look at both their short-term needs as well as thinking of the long-term as well. It is never too early to start managing money and setting course for some life time financial objectives.


Your Financial Planner

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