Getting hitched and planning for the future..

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Again my apologies for the late Blog – My mum got married on the weekend and I’m still recovering from the whirlwind of interstate and international guests! On Sunday night once all the celebrations were behind us, my first thought was ‘exercise, it is time for us to start dating again..’ then I started to think about what to write about this week, and thought it would have to have something to do with the wedding of the year!

Having such ...

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You may have a Will for your family, but do you have a Will for your business?

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Apologies for the late blog this week. I usually try to make sure I have new content for you on a Monday but it’s been a busy couple of weeks and I have had a number of topics to choose from!

I’m very lucky with the Dealergroup who I am licensed through as they have a wealth of knowledge across their Practice Managers. Practice Managers are like business coaches – they challenge you and make sure you are staying on track, ...

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My adviser has gone AWOL!

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I have just come back from a weekend with friends in QLD (let’s say that the Husband’s name is John), and inevitably the conversation made it’s way around to financial planning – specifically Insurance and Super. Two topics a lot of people avoid or would rather not think about. After all, if we are talking Insurance, we are talking stats and mortality rates… not the best dinner conversation. And if we are talking Super, we are talking about some investment ...

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Football, fans and sponsorship

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Hello readers, and welcome to my latest blog. Today Monarch Advisory Group has some very exciting news, especially if you follow AFL.

 

Being a Queenslander where Rugby Union and League is king, it took me a long time to get into AFL. I think I was turned off at a young age when I saw Warwick Capper in the brown and yellow Guernsey sporting a mullet. My husband has been trying to encourage me to support his team, Essendon, but that ...

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Champagne, Shoes and Super (part 3)

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Welcome to the last instalment of “Champagne, Shoes and Super”. I hope you have found these simple strategies an interesting read. If you like a good bargain, then continue reading!

The last strategy I would like to introduce you to is the Government Co-contribution scheme. This was introduced in 2008 as a means to help people invest more into Superannuation. This is primarily directed towards the low to middle income earners and here’s how it works:
– If you are earning ...

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Champagne, Shoes and Super (Part 2)

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Last week in part 1, we talked about Salary Sacrifice, and how this can help you boost your retirement savings. Whilst this is a very good way to boost your retirement savings, and at first blush this seems like quite a simple plan, what if you don’t actually have the disposable income in the first place?

Most Australian’s only have about a fortnight worth of income in their savings… In fact, I would be surprised if most of us would even ...

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Champagne, Shoes and Super (Part 1)

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I have many close girlfriends and female clients who ask me for my advice around their Superannuation and Insurance, and how they can juggle the demands of their social life, careers, their wardrobe and also make an investment in their future. They often want to know if they can have their cake and eat it too….. or more appropriately with the Ladies I know, have their champagne and drink it too!

Many of my girlfriends are single, professional women who face ...

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Introducing my new blog, “Tats’ Thoughts..”

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Welcome to the first of many blogs from Monarch Advisory Group. I have spent a bit of time thinking what sort of blog this should be – informative? technical? a ‘how to’ guide? Then I thought the best starting place was to view this from the reader’s perspective, and try to understand what they would want from this. During this thought process I realised that people often go to a search engine for information, YouTube for ‘how to’ guides and ...

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