Get that money mindset this year
It’s early 2024 and that means resolutions – your chance to change things up and make a positive difference to your life. You might be
It’s early 2024 and that means resolutions – your chance to change things up and make a positive difference to your life. You might be
A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and retail super funds. When you
The backstory To say that it’s been a challenging period for bond investors for the best part of a decade, is not an exaggeration. If
Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about
One of the main roles a financial adviser plays is to give you licence to enjoy the thrill of retirement. A key part of that
Cost of living pressures coupled with rate rises have made it more difficult to save for a home deposit and afford the lifestyle you’ve either
Your super isn’t automatically included in your will, unless you’ve given certain instructions to your super fund first. Deciding who gets your super when you
Overview If your relationship with your spouse ends, you should be aware of what can happen to the super entitlements of you both. The Family
Scammers are skilled at tricking you out of your money. Knowing the signs of a scam can help you identify when something doesn’t feel right.
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with
More Australians can make up to three years’ worth of non-concessional super contributions in the same financial year, with the government making this option available to
Bonds can provide a stable source of income and can protect the money you invest. They are considered less risky than growth assets like shares
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Progressive Financial Planners ABN 66 091 379 029 trading as Progressive Financial Planners is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.
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Our Client Testimonials
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.