How The Aussie Dollar Moves Your Investments

It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news, or bad news for your investment portfolio. Click here to read how these changes might affect your portfolio.

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Will these super changes affect you?

As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. Click here to read if these super changes affect you.

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How do interest rates affect your investments?

Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other ...

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Buying Shares for Kids

Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem like a dry and complicated idea for kids to get their heads around. In fact, many young people would like to know more about money, ...

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Planning For Your Retirement

February marks the end of summer holidays for many of us and getting down to business in 2023. It can be a good time to reflect on plans and goals for the months ahead. If you are planning your retirement, don’t leave it too late to work out the important details. Your super needs careful […]

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Introducing Akambo

We are excited to share some recent changes at Provide Wealth which will continue to enable us to be one stop shop for all your financial needs. As part of the ongoing commitment to ensuring you receive specifically tailored advice, Provide Wealth have entered a partnership with Akambo ...

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meeting your duty of disclosure gives you security in your insurance policy

Your Duty of Disclosure (And Why It Matters)

The application process is your chance to get certainty from your insurance. That’s because the information you provide in your application will help dictate what you’re covered for, and how much it will cost. Carry out your duty of disclosure correctly, and you can be confident your cover will ...

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Knowing what to expect when working with a financial adviser will help ensure you get the most out of your meeting

What to Expect at Your First Appointment with a Financial Adviser

The knowledge and skills you gain by working with a financial adviser can set you up to make the most of your financial circumstances. Far too often, people fail to appreciate that savvy financial management can make their lives easier, regardless of their income level. For many, working with a ...

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The pandemic economy has forced many to focus on improving their financial management

Using the Pandemic to Improve Your Financial Management

Improving your financial management both individually and in business can often be seen as a daunting task and a skill that is almost impossible to attain without the right background. Regardless of this difficulty that sometimes holds us back, organising your finances is necessary for you ...

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Income protection insurance covers you when injury or ailment prevents you from working and making a living

What You Need to Know about Income Protection

When it comes to insurance, people tend to be mindful of their cars, home and contents and their businesses. Too frequently we see that people either neglect or simply don’t consider protecting their income. There’s no disputing that funding your day-to-day life is a key priority and purpose of ...

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