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Tag: financial future

May 30, 2023
ultimum-financial Budgets, Finances, Investment, Money, Retirement, Super, Taxation,

Smart super strategies for this EOFY

Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year.

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May 30, 2023
ultimum-financial Budgets, Finances, Investment, Money, Retirement, Taxation,

Do budgets really work?

Say the word budget. Maybe it makes you want to blush about your credit card balance or gives you an overwhelming urge to yawn. Even when you know a budget is good for you, tracking down all your spending and...

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May 30, 2023
ultimum-financial Finances, Investment, Money, Retirement, Super, Taxation,

10 ways to boost your super savings

Many of us turn a bit of a blind eye to super. We know it’s there and we know it’s ours. We just hope, or think, it’ll be enough when the time comes. If it isn’t, we’re probably somewhat familiar...

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May 30, 2023
ultimum-financial Estate Planning, Super,

What you should know about creating your will and estate plan

If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might be at a point where you’re thinking an estate plan would probably make good sense.

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April 27, 2023
ultimum-financial Insurance, Super, Taxation,

What’s the best way to get insurance organised?

There’s no two ways about it; insurance can be pretty dull. Reading through a product disclosure statement is unlikely to excite you but taking the time to understand your options can definitely pay off. So keep reading and try not...

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April 27, 2023
ultimum-financial Investment,

Understanding different investment styles

When it comes to investing, there’s no one size fits all strategy that can assure success but there are some different investment styles that could help investors achieve their goals.

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April 27, 2023
ultimum-financial Debt, Finances, Investment,

Say goodbye to tax troubles

Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these last minute and longer term tax hacks.

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April 27, 2023
ultimum-financial Debt, Finances, Investment,

How to spend without getting into debt

Is it really possible to live within your means and still enjoy life? The answer is yes and with just a few important changes you can start spending less and lose the debt.

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July 29, 2022
ultimum-financial Investment, Retirement, Super,

Will you be able to afford to retire?

FORO – the fear of running out – is a very real issue in Australia. AMP’s Financial Wellness research indicates that almost 50% of Australians are worrying that they don’t have enough money for retirement. The realisation that you may...

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July 29, 2022
ultimum-financial Debt, Investment, Money, Retirement,

Tips to reduce your debts before you retire

While many Aussies will carry some debt into retirement, the good news is, there are a number of things you could do now while you’ve still got time on your side and earning an income. Get serious about having a...

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Recent Posts

  • Smart super strategies for this EOFY
  • Do budgets really work?
  • 10 ways to boost your super savings
  • What you should know about creating your will and estate plan
  • What’s the best way to get insurance organised?

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      General Advice Warning The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Ultimum Financial Pty Ltd (Ultimum) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Ultimum nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.