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  • Home
  • About
    • Who We Are
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latest news

Home » latest news
 Retirees’ cash flow drought
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By iPlan
In latest news, retirement
Posted February 15, 2021

Retirees’ cash flow drought

While cuts in interest rates are greeted with glee by homebuyers and other borrowers, for the millions of retirees and others who depend on interest payments for their income, falling interest [...]

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 When is a good time to retire?
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By iPlan
In latest news, planning, retirement, tax
Posted January 19, 2021

When is a good time to retire?

There has been much social and political debate since the federal government proposed pushing out the age at which Australians can access the age pension. Although most occupations don’t [...]

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 Retire at 65 but don’t retire your money
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By iPlan
In latest news, retirement
Posted November 17, 2020

Retire at 65 but don’t retire your money

Australian retirees are facing a ‘double whammy’ when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other hand, record low [...]

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 Preparing for retirement in uncertain times
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By iPlan
In latest news, retirement
Posted October 21, 2020

Preparing for retirement in uncertain times

As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors, or even [...]

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 Financial pearls of wisdom
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By iPlan
In latest news, planning, retirement
Posted August 5, 2020

Financial pearls of wisdom

As we approach retirement some people start to panic a little wondering if they are truly looking forward to the time of their life when they no longer have to work. All of a sudden something [...]

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 5 common financial mistakes people make in their 40s
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By iPlan
In latest news, planning
Posted June 29, 2020

5 common financial mistakes people make in their 40s

The 40s are, for many people, a critical decade for building wealth. Income is usually on the rise, but so are expenses such as mortgages and school fees. Juggling priorities can be a real [...]

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 Making smart choices to enjoy a better retirement
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By iPlan
In latest news, retirement
Posted June 25, 2020

Making smart choices to enjoy a better retirement

Our job is to help our clients make smarter choices with their money, so they can enjoy the lifestyle they want. For some that means retiring early, for others, making sure they have enough in [...]

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 3 steps to creating property wealth
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By iPlan
In latest news, property
Posted June 21, 2020

3 steps to creating property wealth

We help you to earn the most possible wealth possible from property through 3 key approaches. Firstly, we guide you through modelling to show what property investment can provide, based on your [...]

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