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Tariff uncertainty and what this means for retirement income

Mannie Lucero July 25, 2025 No Comments

One of the keys drivers of happiness in retirement is the peace of mind that comes from financial security. However, US tariff announcements since the start of April have added…

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Is it worth salary sacrificing into super?

Mannie Lucero July 25, 2025 No Comments

We’re all familiar with the concept of super. It’s that portion of our salary that employers are required to contribute to a super fund on our behalf, with the goal…

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How worried should I be about running out of money when I stop working?

Mannie Lucero July 25, 2025 No Comments

It’s not unusual to be worried about running out of money when you stop working. A recent survey of Perpetual members found that 37 per cent of respondents approaching retirement…

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National Conference 2025

Mannie Lucero July 11, 2025 No Comments

Capstone 2025 National Conference Home | Search Results for '' | Page 4 Transformation – navigating your future Delegate List Breakout Sessions Map Day 1: Wednesday 23 July 2025 11:00…

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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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