Learn from your mistakes or learn from the mistakes of others, the choice is yours.
Our Lake Macquarie Financial Planning Advisers dive into the top 17 financial mistakes they see that hold Australians back.
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We provide an update on the market
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A money mindset is an overriding attitude that you have about your finances. It drives how you make key financial decisions every day.
Do you understand your money mindset? Do you know your money story?
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65 questions to ask yourself before you retire…
Are you ready for retirement? Are you on track to retire? Can you retire on your terms?
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What a year 2021 was…
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The new year is a time when we often hear others speak about their new year’s resolutions, what is your new year’s resolution?
Lose weight? Give up smoking? Give up gambling? Give up the booze? Save money? Buy a house? Or even retire?
Why not try something a little different this year & get your finances sorted in 2022.
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Are you prepared for a lifetime of work?
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Seven tips for choosing what shares to buy.
Including; determining your risk, understanding the economic environment, focus on what you already know, focus on growing industries/strong management teams, learn and understand the financial ratios of the business, read, read, read, don’t fall for FOMO, don’t rush.
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A major Chinese property group called ‘Evergrande’ is on the brink of failure. They are sinking in over $500 billion of debt.
What does this mean for Australia and how will you be affected?
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What next for property prices?
We take a look at the recent discussions around curbing credit and look at what banks are implementing, what options the government has at it’s disposal to slow or stabilise property growth, and what you can consider when looking at purchasing a new home.
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Is your behaviour holding you back from retiring?
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Michael Burry made a name for himself shorting the US housing market in 2007-08, immortalised in the movie, The Big Short. Recently, Burry has found another target to short, which the financial media has labelled the ‘Pretty Big Short’. The target of this short? US Treasury Bonds.
Click the link below to see if your superannuation and investments are exposed.
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How much wealth do you think you need to achieve financial freedom?
Most people have no idea how much money they will need to achieve financial security, independence and freedom. The giant numbers in their head are so intimidating that they never even start a plan to get there.
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What my orange tree taught me about investing?
Lesson Number 1: Start Now.
Lesson Number 2: Don’t Stop - Be Consistent.
Lesson Number 3: Play The Long Game.
Lesson Number 4: Enjoy the Fruits Of Your Labour.
How do you invest? Why do you invest?
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What are investment bonds and how can they help set my children up.
This article outlines what you need to know about investment bonds and provides a case study to understand how it may help you and your family.
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Men’s health week is an opportunity to make a positive difference in the lives of men & boys around the country. This week is about showing the Australian community the state of male health in all its forms for a week every June.
A boy born in Australia has a life expectancy of 78 years, while a baby girl born at the same time could expect to live to 82 years of age.
Being a new father myself, this starts to hit differently, understanding right from the start, boys suffer more illness, more accidents and die earlier than their female counterparts.
Men take their own lives at a rate of four times greater then that of women (that’s five men a day, on average).
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As it stand in 2021, there are limited opportunities available for Australians to take advantage of prior to the end of financial year.
However, we are still working with a plethora of people to maximise their financial situation as many strive to reduce their tax liability and achieve financial freedom.
We wanted to outline a few examples of what we are currently working on, so you get an understanding of what our financial planners at Newcastle Advisors do and how they could potentially support you & your family.
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Summary of 2021 Federal Budget
Last night’s Federal Budget contained a number of proposals that may impact your personal financial plan.
Should you have any questions on how this announcements affect your personal plan, please contact your Newcastle & Lake Macquarie Financial Planning Advisor.
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