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Concept Financial Group
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Concept Financial Group
  • About Us
  • Services
    • Investment Advice and Portfolio Management
    • Cash Flow Management
    • Insurance Advice
    • Superannuation
    • SMSF
    • Retirement Planning
    • Aged Care
    • Centrelink Assistance
  • Latest News
  • Contact Us

Concept Financial Group

What is gazumping and how to prevent it happening to you

by Concept Financial Group

Picture the scene. You’ve found your dream home—a short stroll to the local schools, close to a leafy park to walk the dog and on a quiet residential street with the best …

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Term deposit vs savings account: what’s the difference?

by Concept Financial Group

Term deposits offer certainty and savings accounts offer flexibility. Here are some other common features and benefits of each. Putting your money into a savings account, or in the alternative, a term …

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How to invest responsibly and ethically

by Concept Financial Group

If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Almost 9 in 10 (89%) Australians feel it’s important …

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Help your retirement funds last the distance

by Concept Financial Group

Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or simply kick back and enjoy the fruits of your labour. We will …

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Getting married – managing your money as a couple

by Concept Financial Group

Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple. The earlier you …

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Elder financial abuse

by Concept Financial Group

Elder financial abuse can happen to anyone at any time. Learn how to recognise the signs and equip yourself with the knowledge to minimise the risk of it happening to you. What …

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When you need a will and who can help

by Concept Financial Group

Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. …

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How to upsize your super with a tax-free downsizer contribution

by Concept Financial Group

Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your home in …

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How to budget as interest rates rise

by Concept Financial Group

Having a solid budget is crucial to building financial resilience and as rising rates continue to put pressure on household finances, it could help to look at ways to save more and …

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Five facts everyone needs to know about life expectancy

by Concept Financial Group

With the life expectancy of Australians increasing over the years, most of us can assume we’re going to live longer than previous generations. But are our expectations on the money, or way …

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