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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 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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Active versus Passive Investing – What’s the difference and what’s the best?

by Concept Financial Group
Active vs Passive Investing which is better

Investing in shares is a popular way of helping people to achieve their long-term financial goals. These investments can generate favourable returns over time as companies grow and improve their profitability. Dividends …

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How to identify (and beat) your spending triggers

by Concept Financial Group
How to identify (and beat) your spending triggers

We often talk about money in terms of dollars and cents, but the subject can sometimes run deeper than just numbers. Frivolous spending as a result of your emotional state is more …

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Will you be able to afford to retire?

by Concept Financial Group
Will you be able to afford to retire?

FORO – the fear of running out – is a very real issue in Australia. AMP’s Financial Wellness research indicates that almost 50% of Australians are worrying that they don’t have enough …

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What are some of the common mistakes that young people make with super?

by Concept Financial Group
What are some of the common mistakes that young people make with super?

People in their 20s and 30s tend to not do much with their super, and that can be a mistake in itself. It could leave them with a large gap between what …

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Tips to reduce your debts before you retire

by Concept Financial Group

While many Aussies will carry some debt into retirement, the good news is, there are a number of things you could do now while you’ve still got time on your side and …

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Tax deductible donations: Get the most out of giving back

by Concept Financial Group
Tax deductible donations: Get the most out of giving back

Donating to a charity or cause you care about is a win-win for both you and the charity. Charities rely on the generosity of donors to help them do their work, while …

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