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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

Five charts on investing to keep in mind in rough times

by Concept Financial Group

Key points Successful investing can be really difficult in times like now with immense uncertainty around inflation, interest rates, issues in global banks and recession risks impacting the outlook for investment markets. …

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Expanding SMSFs for the expanding family?

by Concept Financial Group

It has finally happened. Recommended by the Cooper Super System review in 2010, put forward in the Federal Budget four years ago by then Treasurer Scott Morrison and finally passed on 17 …

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What causes market movements?

by Concept Financial Group
What causes market movements?

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time share markets aren’t behaving …

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The 2023-24 Budget

by Concept Financial Group

Return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller). Key points The budget this year is expected to return to a …

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How to spend without getting into debt

by Concept Financial Group

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 …

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What’s the best way to get insurance organised?

by Concept Financial Group

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. The low …

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Understanding different investment styles

by Concept Financial Group

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. Growth investing, …

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Say goodbye to tax troubles

by Concept Financial Group

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. Tax paperwork …

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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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