Stepping Stones Financial Planning

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We often shop around to get the best deal when it comes to consumer items but the same should always apply to services we get. It’s a highly competitive world out there and service companies want to get and keep your business.

Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and how to buy.

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.

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.

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.

The three biggest drains on our money are paying for housing, food and transport; and there’s no getting away from the fact that it is unlikely we can live without any of the ‘big three’.

When it comes to choosing an investment option when you join a super fund, there are several key questions you should ask yourself:

Saving money doesn’t come naturally to everyone. Some people are wired to save - for others it takes a bit more discipline; but developing good savings habits can do so much for both your financial wellbeing and your future security.

While there has not officially been any death duties in Australia for decades, they definitely still exist, albeit under another name – superannuation death benefit taxes.