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Understanding money: How to make it work for you
hot!
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A handbook with loads of information that can help you make your money work harder. It has information and tips on budgeting, saving, investing, being in charge of your debt, superannuation, protecting your money, and how to get good advice. This handbook is part of the Australian Government's financial literacy information and awareness-raising campaign.
http://www.understandingmoney.gov.au/ |
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Date added: 03/27/2009 |
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Dollarsmart: A financial toolkit for young Australians
hot!
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A web and CD based program designed to help young Australians improve their financial skills and give them confidence when dealing with financial matters throughout their life. |
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Date added: 03/27/2009 |
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Getting advice
hot!
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A booklet which includes sections on essential facts about financial advice, choosing an adviser, working with an adviser, assessing whether advice meets consumer needs, and carrying out advice. An ASIC publication prepared with the FPA. |
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Date added: 03/27/2009 |
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Your life magazine supplement - Becoming financially fit
hot!
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This is a special lift out from the May 2008 issue of Your Life magazine. This supplement gives a special report on becoming financially fit, including tips on how to achieve their financial life goals.
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Date added: 03/27/2009 |
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Money well spent
hot!
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A brochure that sets out key factors in identifying and using a financial adviser, including the role of an adviser, when advice is needed, and tips on how to tell if you're getting good advice. |
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Date added: 03/27/2009 |
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Sleep better at night with the right financial advice
hot!
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A booklet designed to get you thinking about smart ways to increase your wealth, ensure your family is secure, manage bills and tax, retire comfortably, and even take a holiday every year!
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Date added: 03/27/2009 |
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Getting the best advice
hot!
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This consumer brochure explains why CFP® Certification is the global symbol of excellence in financial planning. The CFP marks identify practitioners who are dedicated to a high level of professionalism in the delivery of personal financial advice to clients. |
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Date added: 03/27/2009 |
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The trade-off: Understanding investment risk
hot!
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This consumer booklet is designed to help consumers understand market volatility and the kinds of risks most likely to affect the value of a wide range of investments in the short, medium and long term. |
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Date added: 03/27/2009 |
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How to choose a financial planner
hot!
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This booklet provides useful tips and
information for those seeking financial advice
from a professional financial planner. It includes
sections on choosing a planner and questions to
ask when working with a financial planner.
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Date added: 03/27/2009 |
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Good advice is money well spent case study booklet
hot!
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This booklet is a compilation of real life client stories showing the benefits of professional advice from an FPA financial planner. Each case study is accompanied by actuarial analysis that shows in clear dollar terms the projected financial benefits of the advice provided. |
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Date added: 03/27/2009 |
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Smarter super – Invest in your future and make the most of your retirement
hot!
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A booklet which introduces the basics of super, types of funds, outlines technical aspects and provides useful tips. |
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Date added: 03/20/2009 |
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Client Area 
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