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An Introduction to Investing

Download our free eBook to learn the basics of investing and
how it can help you reach your financial goals.

Learn more about:

1. Understanding risk
2. Investment concepts
3. Tax-effective investing
4. Returns on investments
5. Asset classes
6. Managed funds
7. Investment bonds

and more.

Estate Planning Guide

Download our free eBook to learn more about how you can ensure the
transfer of your assets to your beneficiaries in line with your wishes.

Learn more about:

1. Importance of estate planning
2. Key components of estate planning
3. Powers of attorney
4. Superannuation
5. and more.

The Smart Guide to Self-Managed Super Funds

Download our free eBook to learn how SMSF’s can benefit
your retirement and investing plans.

Learn more about:

1. Benefits and structure of an SMSF
2. Understanding your role as the trustee
3. SMSF Prerequisites
4. Set up, fees and charges

and more.

The Smart Guide to Retirement Planning

Download our free eBook to learn how to retire comfortably
to the lifestyle you’ve always imagined.

Learn more about:

1. What makes a successful retirement?
2. Superannuation explained
3. Understanding government entitlements
4. Introduction to financial planning
5. Four principles of wise investing

and more.

Understanding insurance

You insure your car and your home. But nothing is more important than your life and your ability to make a living. So it makes good sense to insure your greatest asset – you!

As we move through life, find a partner, raise a family, and maybe start a business, the importance of insurance in a long term plan increases.

That’s because insurance is all about providing a financial safety net that helps you to take care of yourself and those you love when you need it the most.