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It is hard to believe the year is half over. What a six months it has been! For those of you looking to retire in the near to medium term, the COVID-19 crisis may have you reconsidering your plans. Our first article spotlights why insurance is an important part of the plan.

If you have teenagers you’ll know about teaching them financial responsibility. Make sure you read the article on providing them with a credit card.

We provide some ideas on helping you with your career and there are some tips on budgeting smarter.

Finally, we have some suggestions on sleeping better at night.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (08) 8379 3307 or email

Kind regards,

Geoff Needs

Why it’s important to think about insurance ahead of retirement

If retirement’s coming up on your horizon, the impact of COVID-19 (coronavirus) may have thrown a warehouse-sized rack of spanners in your planning.

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Should you give your teenager a credit card?

We live in a culture of smartphones, WIFI, home delivery, online shopping and online gaming, where most needs and wants can be met almost instantly. With so much temptation to spend, it’s vital to teach your kids the money skills to help them enjoy financial wellbeing as adults.

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Three ways to help futureproof your career in 2020

Stay on track with your professional development and help futureproof your career goals by upskilling.

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Budget smarter with the 50/20/30 rule

Looking at your spending in a new light could make a substantial difference to your financial future. The 50/20/30 budget rule works for one main reason – it’s easy.

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11 tips to sleep better at night

Sleep – one of the most naturally powerful performance enhancers to humankind.  But why do so many of us struggle with getting restful sleep?

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