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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

Reviewing your personal insurance policy: when, why and how

by Concept Financial Group

Insurance works best when you have the right level of protection for your situation and as your life changes, so might your insurance needs. You should consider reviewing your cover whenever your situation changes, …

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Is it time to spring clean your finances?

by Concept Financial Group

Springtime is a time of renewal, a chance to enjoy the sunshine and the opportunity to rejuvenate the garden. The same also applies to our finances. It’s a good idea to regularly …

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How interest rate rises could affect you

by Concept Financial Group

With interest rates increasing for the first time in many years, its effects will be felt by all Australians, not just those paying off their homes. In this article we address how …

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Your biggest investing problem may be you

by Concept Financial Group

The human brain is an incredibly powerful processing unit. Every day we make numerous judgements and decisions – hundreds if not thousands if you conclude everything we do is an individual ‘decision’. …

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Tips for Managing Money in Retirement

by Concept Financial Group

Aussies are living longer than ever before, with men expected to live until age 80 and women until age 85. However, an increased life expectancy also means Australians may spend longer in …

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Investment fundamentals to consider in volatile times

by Concept Financial Group

Sharp share market falls are stressful for investors as no one likes to see their investments fall in value. But at times like these, there are number of key things for investors …

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Five Questions to ask before Plunging into an ETF

by Concept Financial Group

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure …

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Economic and market overview

by Concept Financial Group

Equity and bond markets bounced back hard from disappointing returns in June, amid suggestions that rising interest rates in key regions will help bring inflation under control. Australian shares registered gains of …

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Did you know gifting can impact your Age Pension?

by Concept Financial Group

Gifting, or financially assisting family or friends by giving away some of your assets or accumulated retirement savings, can be a great way to help out younger family members or friends. But …

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Australians are losing more money to investment scams

by Concept Financial Group

Australians are being urged to be extra diligent when it comes to investment opportunities that look too good to be true. According to Scamwatch, Australians lost over $205 million to scams between …

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