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  • Home
  • About Us
  • Our Services
    • Aged Care
    • Financial Advice young singles & couples
    • Financial Advice for young families
    • Investment Strategies
    • Insurance
    • Superannuation
    • Retirement Planning
    • Estate Planning
    • Small Business Owners
  • Why Choose Us
    • Testimonials
  • Latest Articles
  • Contact Us

Daily Archives: March 1, 2024

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  3. March
  4. 01

What to do if you’re 55 and have no retirement plan

UncategorizedBy Orbit Financial ServicesMarch 1, 2024

Key takeaways Strategies for fast tracking your retirement savings nest egg, such as debt elimination, additional super contributions and targeted investing. How part-time work and delaying receipt of the Age Pension can boost your retirement income. Retirement planning is one of those things that often gets pushed to the back burner. When you’re young, it’s…

The money conversations you need to have

UncategorizedBy Orbit Financial ServicesMarch 1, 2024

Although it can feel uncomfortable, talking about money is a good thing. Get some help from the experts to start positive conversations and keep things on track. Making money talk work for you When was the last time you talked about money? You might struggle to remember. Your personal finances or debt position are hardly…

Make your money work harder – pitfalls to avoid

UncategorizedBy Orbit Financial ServicesMarch 1, 2024

If there’s one rule of thumb for investors to bear in mind, it’s that “if it looks too good to be true, it probably is”. Be aware The expression “a fool and his money are easily parted” is not as relevant today as it once was. These days, scams and fake investment schemes can be…

A guide to SMSF insurance and estate planning

UncategorizedBy Orbit Financial ServicesMarch 1, 2024

Making a decision about life insurance is an essential part of your self managed super fund’s investment strategy and can provide a valuable benefit for members. Do your members need life insurance? Trustees are required to ask this question as part of the SMSF’s investment strategy. Here are some things to consider, and tips to…

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Orbit Financial Services Pty Ltd (ACN 623138643) is a Corporate Authorised Representative (no. 1261981) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135
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