Over recent years, Managed Accounts have become far more popular and accessible due to improvements in technology.
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The end of a relationship can be an emotional and traumatic time. You may feel anxious or overwhelmed about such…
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Thanks to our legal firm partner, Hall & Wilcox, for providing this content.
We are often asked the question ‘how much should I leave for my children’, especially when children are not being treated equally or a child is estranged. Unfortunately, there is no magic answer. If the child is an eligible applicant under the applicable State or Territory legislation for estate claims, the individual should try and make adequate and proper provision for that child even if they do this reluctantly.
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Interest on a loan or that you receive on a deposit can be calculated in two ways: by simple interest or compound interest. How interest is calculated matters over time and that’s why financial advisers recommend paying down debt as quickly as possible and adding regularly to investments, especially very long-term investments like superannuation.
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Tips to get younger people saving money
This is the first note in a series designed for you to share with your children. At Cardena, we’re thinking about your extended family and ways that we can help them build a strong financial future – by starting now.
The word ‘budget’ invokes fear in many that treasure ritual pleasures such as a daily cup or two of barista coffee or Sunday morning brunch. A friend recently confided she spent $1,600 last year on coffees. This might surprise you, but it only takes a couple of bought coffees a day to reach and exceed that number. Small daily amounts can add up!
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28 February 2019
Australia’s superannuation nest egg is estimated at more than $2.7 trillion and is attracting attention all over the world but not all of it is positive. Domestically, both sides of politics have altered superannuation and investment rules in the name of fairness but in the process changed the landscape for investors, forcing them to reconsider their choices. Never has there been a more important time to seek financial advice and be confident in your investments to sustain your financial future.
Last year the Labor party signaled that they will reform a number of measures should they win the next general election expected in May.
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Listen to Cardena's Director Jonathan Kilborn about current interest rates and the Australian dollar
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Philanthropy is no longer just the domain of high profile business people. Antonia Ruffell, CEO of Australian Philanthropic Services, explains why you could be missing out if you’re not considering philanthropy in your financial plan.
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Cardena Private Wealth Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You should consider you financial situation and needs before making any decisions based on this information.