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‘RETIRE IN STYLE’ GUIDE

The 5 Pillars to 'Retire in Style'. Keep It Simple. Have a plan that is based on sound principals and proven outcomes that have survived the test of time. Implement Smart Strategies. Such as minimizing tax, making effective use of your cashflow, making the most of your super, investing wisely, protecting your family and making…
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RETIRE IN STYLE – 1. Plan Around Your Goals

1.Plan Around Your Goals. One of the most common reasons people do not succeed financially is that they do not have a plan in place. We all know that the chances of success are so much higher with a clearly defined plan but how many of us have one in place to achieve our financial…
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9. Get Quality Ongoing Advice

The Secret To ‘Living The Dream’...  We all, to a greater or lesser extent, have an idea of our dream lifestyle. So how, as a nation, are we faring? To find out, the Financial Planning Association of Australia (FPA) commissioned a survey of more than 2,600 people from around the country. The resulting Live the…
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8. Protect Yourself and Your Family – 2

An Often Forgotten Aspect Of Insurance. When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without adequate insurance is like building a house on flimsy foundations. Comprehensive insurance cover can be a significant expense; however…
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Paul Holly is an Authorised Representative (No. 290152) of Evolve Wealth Management, who are a Corporate Authorised Representative (No. 433223) of GPS Wealth Ltd | AFSL 254 544 | Australian Credit Licence 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au | Privacy Policy | FSG

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