by Jodie Goodwin | Aug 22, 2019 | Uncategorized
Our new research report shows we’re keen to be giving gifts that can be enjoyed for longer. Find out how a financial plan can be a gift with benefits that last. Giving her daughter a financial plan for her 22nd birthday isn’t the first time Maryanne Cummins has chosen... ![How do your gift giving habits compare? [Research Report]](https://proximafg.com.au/wp-content/uploads/2019/08/Research-Report-image.jpg)
by Jodie Goodwin | Aug 21, 2019 | Uncategorized
Have you ever thought about how much you spend on gifts throughout the year? Did you know Australians spend nearly $20 billion a year on gifts? That’s about $1,200 each per year or $100 a month. New research* reveals other truly fascinating insights into how we think,... 
by Jodie Goodwin | Aug 20, 2019 | Uncategorized
Happy birthday. Season’s greetings. Congratulations! From chucking confetti to winning with wine, there are likely dozens of gifts you’ll purchase for loved ones this year. So what kind of gift giver are you? New FPA national research reveals four distinct gift giving... 
by Jodie Goodwin | Aug 19, 2019 | Uncategorized
Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the benefits of financial planning. The theme for this year is “Gifts that Give”, which delves into Australia’s gift-spending habits. To celebrate Financial... 
by Jodie Goodwin | Jun 24, 2019 | Uncategorized
New law changing the assets and income test treatment of lifetime income streams commenced on or after 1 July 2019 is an important consideration for pre and post retirees and could change your Age Pension and retirement income outcomes. The social security assets... 
by Jodie Goodwin | Jun 24, 2019 | Uncategorized
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1. Add to your super – and claim a tax deduction If you contribute some of your after-tax income or... 