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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

Where does all my money go? Save money on your three biggest expenses

by Concept Financial Group

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 …

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What to consider when choosing an investment option?

by Concept Financial Group

Choose investments that are right for you. When it comes to choosing an investment option when you join a super fund, there are several key questions you should ask yourself: Do I …

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Getting smart about savings

by Concept Financial Group

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 …

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Avoid the superannuation death tax

by Concept Financial Group

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. As superannuation assets and individual balances …

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US banks, inflation, interest rates and recession risk – what it means for investors

by Concept Financial Group

Key points US regional bank failures have added to uncertainty about the investment outlook flowing from inflation and rate hikes. Specific issues with the failed banks and action to protect depositors may …

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How do share markets work?

by Concept Financial Group

There are many asset classes you can invest in and shares are just one type that you might find in an investment portfolio. But what are shares and how do they work? …

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Building an emergency savings fund

by Concept Financial Group

With the number of unpredictable events that have happened in the past few years, from COVID to inflation, being financially prepared for a crisis has never been more important. If an emergency …

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What’s super and how does it work?

by Concept Financial Group

A helpful guide to understanding the basics of super. Superannuation, commonly known as ‘super’, is money set aside while you’re working so you’ll have money for retirement. Your money is put into …

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What are some ways to invest $10k

by Concept Financial Group

Save it. Invest it. Pay down debt. When it comes to deciding how to invest $10k, there are plenty of options to consider. Whether you’ve won the lottery or received an inheritance, …

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What are asset portfolios?

by Concept Financial Group

Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your superannuation fund, from bonds to managed funds, where should you begin? Understand …

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