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5 Keys to Self Managed Super

5 Keys to Self Managed Super

30 May, 2018 | Super | 0 Comments

A Self Managed Super Fund can be an awesome part of your investment future. I have spent some time in the studio to produce our short series on the 5 Keys to SMSF I hope you get a lot out of it.

Put your Money in the Bank it’s safe and secure and guaranteed to grow. Or is it?

Put your Money in the Bank it’s safe and secure and guaranteed to grow. Or is it?

17 July, 2017 | Saving | 0 Comments

Long title to today’s thoughts, but how many times did you hear that growing up? The problem is doing this you send your money backwards not forwards into growth. This is very easy to demonstrate, as at 11/07/2017 the CBA offer a 12month rate term deposit of...

So you are an investor…are you really?

So you are an investor…are you really?

15 July, 2017 | Investments | 2 Comments

INCOME. That’s the goal. That’s the reward. That is what it’s all about. If you are not buying assets today that will generate you the income you will need to fund your future goal, dreams and ambitions, then you my friend, are speculator and not an investor. I see...

Meet Matt Garrett

With 17 years experience in Financial Planning, I am passionate about securing financial freedom for my clients, providing them with the income to fund the future lifestyle they have always dreamed of.

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Information contained on this webpage may represent general advice only. What this means is that the advice has been prepared without taking into account the reader's objectives, financial situation or needs, and because of that, the reader should, before acting on the advice, consider the appropriateness of the advice having regard to the reader’s own objectives, financial situation and needs and if the advice relates to the acquisition of a particular financial product, the reader should obtain a product disclosure statement relating to the product and consider the information contained in the product disclosure statement before making any decision about whether to acquire the product. There can be significant risks in acquiring financial products without first obtaining personal advice from a qualified financial services professional. Personal advice involves a recommendation or statement of opinion about a financial product, where advice about the appropriateness or otherwise of the product for the reader is based on a financial services professional’s analysis of the reader’s objectives, financial situation or needs. The key danger of not obtaining personal advice prior to investing or acquiring a financial product is that the financial product may not be appropriate or suitable for the reader. Where that occurs, the reader runs the risk of financial detriment or loss. The information contained on the web page is actually intended to stimulate consideration and discussion between the reader and their professional financial services adviser, and does not represent information intended to be immediately acted upon nor does the information create a professional relationship between the web page author and the reader. Where the information contained on the web page contains details of past performance of any financial product it is important to note that that forms part of an historic record, and does not purport to be or indicate likely future performance.

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Elevation Financials Pty Ltd (ABN 58 615 529 130 Corporate Authorised Rep Number 1249757) and Matthew Garrett (Authorised Representative number 242509) are Authorised Representatives of Australian Financial Services Licensee INVESTORY PTY LTD, AFSL 432670

Elevation Financials and Matthew Garrett (Authorised Representative number 242509) are Authorised Representatives of Australian Financial Services Licensee INVESTORY PTY LTD, AFSL 432670

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