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Common Financial Mistakes Doctors Make

Alex Bernshteyn April 1, 2025 No Comments
(and How to Solve Them) Medical professionals in Australia share common ground when it comes to financial challenges despite their diverse specialisations and career paths. Drawing from our experience providing…
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Financial Planning for Self-employed

Matt Jacobson April 1, 2025 No Comments
Financial Advice for Freelancers in Australia Transforming Self-employment into Real Financial Power  Working for yourself brings plenty of rewards – you do what you love, own your own day, and…
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A focused professional with grey hair and glasses sitting at a wooden desk, looking at a laptop with hands clasped in thought.

How Can I Invest Safely In The Stock Market?

Alex Bernshteyn September 6, 2024 No Comments
Buying shares is where many investors decide to start their journey. With more than a third of Australians owning investments on the exchange, exploring wealth-building through the stock market is…
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Smiling woman holding a mobile phone and a black credit card.

Do You Know Your Credit Rating?

Alex Bernshteyn September 6, 2024 No Comments
If you have borrowed money, whether as a loan or even signed a mobile phone contract, you have earned yourself a credit history. Each time you apply for further credit,…
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Making Clever Use of Offset Accounts

Alex Bernshteyn September 6, 2024 No Comments
It’s a common misconception that mortgage offset accounts are loan products when in fact they are savings accounts sitting within a mortgage structure. If you’re not sure how mortgage offset…
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An Often Forgotten Aspect of Insurance

Alex Bernshteyn September 6, 2024 No Comments
When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without…
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Salary Sacrificing and Salary Packaging

Alex Bernshteyn September 6, 2024 No Comments
When most people think of salary sacrifice they think of superannuation. It’s pretty easy to see why. If someone earning $100,000 a year takes the last $10,000 of that amount…
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