Tag: Protecting Your Wealth and Income

Tax deduction for income protection premiums

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As the end of the financial year is upon us, we understand clients may be looking for ways to reduce …

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Save at EOFY sales

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During the end of the financial year (EOFY) sales season, car dealerships are keen to reach sales targets. This makes it an …

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Super – how much can I contribute this year?

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The end of the financial year is a good time to think about how you could grow your super and get started with saving for retirement. Here are some options you could consider to help your super work harder for you.

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Understanding your jigsaw of personal insurance

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Ever wondered how the suite of personal insurance products work together to ensure you are adequately covered for any life …

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Eight tips to avoid cyber crime

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As digital customers, we use the internet every day to login to bank accounts, check news updates or access social …

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Pay off your mortgage and build wealth at the same time

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Our clients often ask us whether they should use their surplus cash flow to pay off their mortgage, or invest …

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EOFY – Tax deduction for income protection premiums

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As the end of the financial year draws closer, you may be looking for ways to reduce your taxable income. A simple way to do this is to pre-pay your income protection premiums before the end of June.

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Double the rewards and reduce your insurance premiums

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Have you made any personal pledges lately? Decided to get fit, quit smoking or reduce your drinking? By making positive changes to your lifestyle you may enjoy the added bonus of reducing your personal insurance premiums. Find out if you may be eligible for reduced insurance premiums here.

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Why have income protection insurance

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“Kate was indignant at the suggestion that life goes downhill after 40. Little did she know, she was about to face an uphill battle.”

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So you think it won’t happen to you

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As we well know, death, disease and injury can affect any of us at any time whether we are young or old, fit or unfit. These statistics show that it can definitely ‘happen to you’. That means that you’ll need to think about some insurance cover to make sure you and your family are properly protected to maintain the lifestyle you need.

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