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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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How to stay on top of your tax

How to stay on top of your tax even when markets move

Mannie Lucero May 26, 2025 No Comments

It’s important to understand the tax implications of your investments especially when markets move up and down. Our five step end of financial year checklist will help keep you on…

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Planning for retirement

Planning for retirement? Start with these 5 steps

Mannie Lucero May 26, 2025 No Comments

#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement to look like. When you hear the word retirement, what…

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The three best ways to generate new business leads fast 1200x630

The best three ways to generate new business leads fast

Jonathan Douglas May 26, 2025 No Comments

While there are many different ideas about what it takes to grow a successful financial advisory business, there are three tried and true methods that seldom fail. 1. Client referrals…

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The absurdity and calamity of US tariff policies

The absurdity and calamity of US tariff policies

Mannie Lucero May 13, 2025 No Comments

US tariffs are poorly designed, badly implemented and are already damaging both the US and global economies. The economic damage will only get worse as uncertainty further undermines business and…

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Spouse super contribution - what are the benefits

Spouse super contributions – what are the benefits?

Mannie Lucero May 13, 2025 No Comments

If your partner is earning a low income, working part-time, or currently unemployed, boosting their super could be a smart financial move for both of you. When your partner isn’t…

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