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Is your retirement on track?

By Maria Picciani in Blog on Mar 17, 2014 with 0 Comments

The Australian Super system is the fourth largest in the world and provides Australians with the opportunity to save for and provide for their retirement.

Too good to be true – be wary of 1, 2, 3, life insurance

By Maria Picciani in Blog on Mar 2, 2014 with 0 Comments

The recent surge of life insurance advertisements has attracted much interest and debate and as with everything in life, if something sounds too good to.

SMSF Limited Recourse Borrowing

By Maria Picciani in Blog on Mar 1, 2014 with 0 Comments

Given the growing focus on SMSF limited recourse borrowing arrangements (LRBA) in the media and the repercussions if the rules are not followed, the below.

2014 – What are your goals?

By Maria Picciani in Blog on Jan 1, 2014 with 0 Comments

The start of the New Year is an ideal opportunity to re-focus and get yourself organised for the year ahead. Perhaps 2013 was not quite.

About Blogger: Maria Picciani

Maria brings with her over 25 years’ experience in the banking and finance industry. For the past 15 years Maria has specialised in Financial Planning, with the philosophy of providing open, engaging and professional Advice to her clients.

Read More About Maria→

Recent Posts
  • Smart End of Year Strategies 2014/15
  • 10 steps to financial security in your 30’s
  • 5 questions to ask before starting a SMSF
  • Boosting happiness and mental health in retirement
  • Prenups – not just a financial contract
Archives
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Bulleen Office
  • Phone: 03 9850 2399
  • Suite 1, Lower Ground, Bullen Plaza,
    79 – 109 Manningham Road
  • Bulleen, Victoria 3105
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East Melbourne Office
  • Phone: 03 9850 2399
  • Suite 2, Ground Floor,
    182 – 184 Victoria Parade
  • East Melbourne, Victoria 3002
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Testimonials

A small investment approx 10 years ago with very little input from myself has seen this grow to a substantial financial reward today. Read More →

Latest Blog Post
  • Smart End of Year Strategies 2014/15

    As the end of the Financial Year draws closer, now is a good time to consider a number of strategies that may be beneficial in.

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