showing a youg, bespectacled girl, wearing a yellow top: she is sitting on a red upholstered chair at a table. On the table are a cookie jar to her right holding some coins, and a white piggy bank to her left. She contemplates setting some money aside for her future needs, funding education etc

Funding childrens education

Scholarship funds – and alternative strategies What are Scholarship Funds? Scholarship funds are structures providing funding for children’s education. These funds

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financial adviser explains the features and benefits of wealth management to three siblings seated around him at a table - application of testamentary trusts in to estate planning

Investment bonds

What are Investment Bonds? Investment bonds are financial securities provided in a specific form by life insurance companies and friendly societies. Although

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graphic showing chattels and assets goals set for investment, cars, electronic devices, homes, education in the mix - in orange, pink a grey tones. Planning investments using available resources financially; wealth management discipline; and for children's investment strategy development

Children’s investment strategies

(Investing for children) Children’s investment strategies are based on similar principles to those for older investors. There are some subtleties

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against an orange coloured background and on a yellow surface stand a signboard with nthe words financial literacy alongside two piles of coins , one with a graduates mortice board - suggesting that childrens savings account lessons have been well learned

Children’s savings accounts

Financial literacy beginning with children’s savings accounts One of the great challenges for parents, is to have their children develop

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Investing Overseas

The benefit of investing overseas In global terms, the Australian equities market is quite small and is less than three

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TPD Insurance features and benefits

TPD Insurance is Total and Permanent Disability insurance Total and permanent disability (TPD) insurance is one of the life insurance

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young woman despoiring as she clutches her scalp, holding her head in her hands looking over various credit card and other accounts on the desk she is leaning on - showing interest rate interest wanting to better manage her finances

Interest Rate interest

Interest rate interest is rising Interest rate interest rose in the post-GFC ‘recovery’ process. This was especially the case for

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computer screen with keyboard lit up, image overlaid with faint stock market data and chart reflecting market volatility, albeit on an upward trend - benefiting those who use strategic asset allocation to achieve financial goals

Strategic Asset Allocation to achieve financial goals

Investors exercise strategic asset allocation when selecting portfolio assets according to their – risk profile, liquidity, timeframe and other relevant

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