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Investing for income

A diversified investment portfolio has the potential to generate an income that you could use now or put away for your future. To achieve this desired income, you need to work with a financial adviser to set realistic goals and a clear plan for how you will achieve them. In this article, we help clarify what expectations you might set in order to achieve this desired investment income.

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Client in Focus: Jimmy G’s

We speak with owner, James Nouri, on the success of his cafes and restaurants on the coast and discuss the challenges he and his team experience in the day-to-day operations of the business.

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FBT exemptions under the radar

Providing fringe benefits goes hand-in-hand with the task of retaining good and loyal employees as well as attracting new talent for your business. However, the types of benefits provided can sometimes relieve the compliance headache.

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Email scam fraud awareness

Business email scams are an increasingly common fraud and many businesses around the world are losing hundreds of thousands of dollars. The FBI stated that thieves stole US$2 billion from US businesses from October 2013 to February 2016. Many Australian businesses are also being targeted.

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Smart budgeting

Smart budgeting is a crucial component of long-term financial success for people of all ages, even if you are financially stable and hold healthy reserves of assets and wealth.

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