How much super do you need to retire comfortably?
Our Newcastle Financial Planning Advisers discuss the recent research from ASFA.
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Unlocking your financial potential to open up new possibilities.
Are you tired of feeling like your finances are holding you back from achieving your dreams? Do you want to unlock your financial potential and take advantage of every opportunity that comes your way? If so, you're not alone.
Many people struggle with managing their finances and making the most of their money. However, with the right financial planning, you can unlock your financial potential and open up a world of opportunities.
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Inflation is still driving investment markets, which means a cautious approach for now.
The market doesn’t know if it is Arthur or Martha at the moment. It could actually be non-binary!
Our expert investment financial planners discuss what has been happening, the outlook & opportunities.
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Budgeting is an important part of retirement planning, but it can also be a source of stress and anxiety. After all, no one wants to spend their golden years worrying about money! But budgeting doesn't have to be a chore. We'll explore some takes on budgeting in retirement and how to make the most of your finances without sacrificing fun and enjoyment.
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Retirement is a time of change and transition, and for many people, it can be a time of great uncertainty. One of the biggest changes that retirees face is a shift in their lifestyle. After decades of work and routine, retirees suddenly find themselves with an abundance of free time and the freedom to choose how they want to spend it.
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Retirement – that magical time in your life where you get to finally kick back, relax and enjoy the fruits of your labour. But before you get too excited about all the naps you’ll be taking and the rounds of golf you’ll be playing, there are a few things you need to know about this new chapter of your life.
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Don't Risk Losing Your Home: The Importance of Personal Insurance When You Have a Mortgage.
Purchasing a home is one of the most significant investments you will make in your lifetime. When taking out a mortgage to finance your home, it's essential to consider how you will protect your investment in the event of an unexpected circumstance. Personal insurance can provide financial security for you and your family in the face of adversity. We discuss the benefits of personal insurance with a mortgage.
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Is It Better to Invest or Repay Debt? Financial Experts Weigh In.
When interest rates are high, homeowners are faced with a dilemma of whether to invest or repay their home loans. Both options have their advantages and disadvantages, and choosing the right strategy can depend on individual circumstances, risk tolerance, and financial goals. We explore the pros and cons of investing versus repaying your home loan in a high-interest rate environment.
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Expert Advice on How to Repay Your Home Loan Sooner and Save Money.
When it comes to home loans, the repayment process can seem overwhelming, especially if you're a first-time buyer. However, with some planning and the right strategy, you can reduce the burden of your home loan repayments and pay off your mortgage faster. We explore simple home loan repayment strategies that can help you reduce the interest payable and pay off your loan quicker.
How to combat inflation and rising interest rates: Tips for protecting your wealth.
In recent years, many people have enjoyed low mortgage interest rates and a relatively stable cost of living. However, over the past 10-12 months this has changed. Now that we are in a period of higher mortgage interest rates, higher cost of living, and higher inflation, it's essential to take steps to protect your finances and ensure you're prepared for the challenges ahead.
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Retirement is a time when you finally get to do what you’ve always wanted to do, but it’s not something that just happens automatically. If you want to retire comfortably and securely, you need to have a plan in place. Retirement planning is the process of determining your retirement income goals and the actions and decisions you need to achieve those goals. It’s never too early or too late to start planning for your retirement.
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Why Retirement Advice is crucial for a secure future.
Retirement advice is crucial for a secure future. By partnering with a retirement advisor, you can benefit from their expertise, personalized approach, and guidance in creating a solid financial plan. Don't wait until it's too late. Start planning for your retirement today.
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BT Panorama has recently sent out emails to their members outlining that they will be transferring their super fund to “streamline our superannuation business”
We unpack what this means for you, the member, and what you need to do.
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Your Newcastle Financial Planner, Matthew McCabe, speaks with Cam & Chris from BetaShares about the outlook of the economy and markets.
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How to financially prepare yourself for your retirement.
Our retirement specialist, Matthew McCabe, takes us through several things to consider.
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What are the top financial goals for 2023?
Recent research from CBA has revealed the top financial goals for 2023. Our Newcastle Financial Planning Advisers discuss five practical tips to support you and where you can go for expert financial advice.
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Our Newcastle Financial Planning Advisers review 2022 and provide an outlook for 2023.
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What can we learn from Australian billionaire Gerry Harvey?
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Five ways to access your superannuation
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Should you include social security in your retirement plan?
Whether or not you should include social security in your retirement plan depends on your individual financial situation and goals. However, there are a few things to consider.
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