SMART Life - Issue 5 - Winter 2021

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SMART Life - Issue 5 - Winter 2021

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As the new financial year dawns, it’s an important time to think about your financial situation and some of the opportunities that are on the horizon.

We can work with you to ensure you’re well prepared for any challenges that arise.

Get in touch with our team to discuss how to make your financial life healthier than ever.

4 Nov '24

Education Bonds: Saving for Private School

Darren and Jenny have one child and are planning for his secondary education at a Melbourne private school. Utilising education bonds, they aim to ensure they have sufficient funds to cover all tuition fees and associated costs throughout his education.


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14 Oct '24

Smart Financial Planning for New Parents: 9 Essential Tips to Manage Parenthood Costs

Discover 9 essential financial planning tips to help new and expecting parents manage the costs of parenthood with confidence and ease.


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16 Sep '24

Aged Care Financial Advice Case Studies

Our aged-care financial advice case studies showcase real scenarios where our clients saved thousands by leveraging strategies regarding the family home, negotiating RADs and optimising care facility choices.


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