Insights and Research

Man Holding his wallet

Top 50 tips to make the most of your money

AUSTRALIANS looking to make the 2018/19 financial year more prosperous than last year should start by holding on to what they’ve got. Here’s how. AUSTRALIANS looking to make the 2018/19 financial year more prosperous than any other year need to get cracking now. The Your Money team examined key areas of personal finance for Australians…
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Man dropping coin on jar

Simple ways to save money | Shartru Wealth Management

Making small changes in your life can fatten your savings and help you budget better. Follow these tips to save more money. Change one habit and save Small changes can make a big difference to your bank balance. Change one thing you do regularly and you could save money. Some examples are: Give up drinking…
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Man inserting coin on the piggy bank

“Saving more” families’ number one financial goal

One in four Australian families says money is a source of conflict at home, with the same portion saying they keep a financial secret from their partner, according to research by St George Bank. The survey, conducted with 1,500 parents across Australia, found that 40 per cent of those experiencing conflict because of money believed…
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Man planning finances

Top 5 tips for financial planners

The Credit and Investments Ombudsman (CIO) deals with complaints about Australian financial services licensees and their representatives. By far, the most common complaints relate to inappropriate advice provided by a financial adviser. Whether you are new to the financial advice profession or a seasoned advisor, here are our top 5 tips for avoiding or responding…
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Adviser talking with clients

9 Habits to Become an Elite Financial Advisor

Do you know what it takes to become a truly successful financial advisor? Are you thinking that it mainly involves sitting at a desk, crunching numbers all day, and advising clients on how to build wealth? That’s the biggest myth that people have of financial advisors, and you will find there’s a lot more to…
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Plan To Retire Rich

“In matters of personal finance, retirement may be the single most important issue of our times.” Says Roger Shorr. Surprisingly, far too few individuals do any meaningful planning for their golden years. Contributing to a 401(k) or IRA is important, but you must do more to ensure a financially successful retirement. Most investors should be…
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15 Financial Advisor Prospecting Ideas & Techniques That Work!

Effective prospecting ideas and techniques can be a lifesaver. Especially since prospecting is the number one challenge financial advisors face – they can’t seem to get in front of prospective clients. I would argue that prospecting is also the most important part of selling. Nothing happens until somebody starts prospecting new customers. The most successful…
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Self Managed Superannuation

Some of the reasons why we utilise Self Managed Superannuation (SMSF) is as follows: Be able to control and be actively involved in the investment decisions in relation to your superannuation fund. Have the option of investing in particular types of assets not commonly available through other types of superannuation structures such as warrants and…
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What Are Your Options?

Options for Establishing a Self Managed Superannuation Fund Self Managed Superannuation is the Rolls Royce of superannuation vehicles. However it is essential to know what requirements need to be completed. You need to decide what you are capable or willing to do yourself and what you need professional assistance with. Want Professional Assistance in All…
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