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What is a sales funnel and why is it important to your success?

Jonathan Douglas June 25, 2025 No Comments

The sales funnel explained The sales funnel is a “sieve” that leads prospective clients through your sales process. It casts its net wide and then gradually weeds out unqualified prospects…

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How does life insurance work

How does life insurance work?

Mannie Lucero June 24, 2025 No Comments

A step by step guide to help you through the decision making process. Firstly, what is life insurance? “Life insurance” is the general term we give to the range of…

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Online shopping - be secure when shopping online

Online shopping: Be secure when shopping online

Mannie Lucero June 24, 2025 No Comments

Online shopping is convenient and the preferred way to shop for a lot of Australians but it comes with a risk. Cybercriminals often target online shoppers to steal their money…

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Three ways to access advice for a resilient retirement

Three ways to access advice for a resilient retirement

Mannie Lucero June 24, 2025 No Comments

Did you know there’s a secret weapon when it comes to building financial resilience? Turns out that Australians who have had advice are much more likely to be able to…

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How super works

How super works

Mannie Lucero June 24, 2025 No Comments

If you’ve ever had a job, then super is going to be on your radar. Knowing what it’s all about is the first step to making it work for you. …

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Be secure when shopping online

Can you really afford the big house, luxury car and holidays?

Mannie Lucero June 24, 2025 No Comments

For many Australians, lifestyle choices are often seen as rewards for hard work. The big house. The new car. The overseas holidays. The designer labels. On the surface, these purchases…

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Advice for couples at tax time

Advice for couples at tax time

Mannie Lucero June 24, 2025 No Comments

Unsure how your relationship status affects your taxes? We’ve made it simple with our couples’ guide to tax. If you’re newly married, engaged or living with your partner, you might…

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Capstone Financial Planning appoints Marcus O’Sullivan as Executive Manager Growth and Development

Rachael Beveridge June 5, 2025 No Comments

Mr Grant O’Riley, Managing Director at Capstone Financial Planning has formally announced the appointment of Marcus O’Sullivan as Capstone’s new Executive Manager Growth and Development. Marcus will officially commence in…

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Why you need insurance

Why you need insurance, what are your options?

Mannie Lucero May 26, 2025 No Comments

Insurance; we don’t need it until we do. Learn all about the value of insurance for protecting your health, income and loved ones when life throws you a curveball. Protecting…

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Understanding interest rates and why they matter

Finance 101: understanding interest rates and why they matter

Mannie Lucero May 26, 2025 No Comments

Learn how interest rates influence loans, savings and investments, and find out why staying informed about interest rates can empower your financial decisions. Whether you’re planning to buy your dream…

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The government super co-contribution explained

Score a $500 super bonus: the government super co-contribution explained

Mannie Lucero May 26, 2025 No Comments

Imagine an extra $500 landing in your super fund, courtesy of the government, simply for being proactive about your financial future. If you’re a low to middle income earner making…

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Eight quick wins for managing debt

Eight quick wins for managing debt

Mannie Lucero May 26, 2025 No Comments

Managing debt can often feel overwhelming but there are several strategies you can implement to make the process more manageable and even accelerate your journey to becoming debt free. Here…

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