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Moneysoft

MONEYSOFT TO LAUNCH NEW ‘LITE’ MONEY MANAGEMENT TOOL TO ADVISERS IN 2H 2016

May 17th 2016: A flexible, cost effective version of leading personal financial management (PFM) tool, Moneysoft will be available to financial advisers, mortgage brokers and superannuation funds next quarter, as...

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Qualifying the value of a financial coaching service

Advisers who can help wealth accumulators and retirees manage their spending and cashflow will be able to demonstrate their value and justify their fees year-in and year-out, Peter Malekas writes.

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What Does The 2016 Federal Budget Mean For Australians?

“Mr Speaker, this cannot be just another budget, because these are extraordinary times. This budget is an economic plan - it's not just another budget”.

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How data analytics can transform an advice practice

There’s a goldmine of raw data and rich information lying dormant in the majority of advice businesses.

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Understanding the Federal Budget

Since being released, the 2016 Federal Budget has been receiving widespread coverage within the Financial News.

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Paying Off Credit Card Debt

Progress suggests we’re heading ever closer to becoming a cashless society. Payment via good ol’ fashioned notes and coins may one day be a thing of the past.

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An adviser / Client marriage. Cutting off the blame finger

The key to fruitful, rewarding advice relationships is that both parties clearly understand their role and accept responsibility for their part. Peter Malekas writes.

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Managing Your Money On The Move.

When was the last time you visited the local branch of your bank during business hours? It seems almost quaint these days to do so, right? Today’s tech-savvy consumer feels entitled...

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Do I Need A Financial Planner?

Making the right financial decisions can be daunting.  It’s no mean feat understanding the complexities of investment, taxation, superannuation and so on.

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