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Home loan

Love and loans

Has a family member or friend asked you to be a 'co-borrower' or guarantee a loan for them? Before you say yes, think carefully...

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Scam road-sign

Are you too smart to be scammed?

The Scamwatch team hit the streets and asked members of the public to test their knowledge on current scams. How did they go?

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Holiday Pig

Save Yourself! It’s never too late to start saving.

As a kid, one of the first lessons we all learn about money is how to save – you know the drill – 20 cents in the piggy bank each week and pretty soon you’ve got yourself your first toy, bought with your very own money.

By Sam Wallis-Smith

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Anzac

Lest We Forget

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Plan

Step 4: Planning For The Future

5 Steps To Financial Independence
Having the choice to LIVE while working and not just working to retire is the key to life!

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Xmas Balls

Merry Christmas

We hope you all have a wonderful Christmas and a very Happy New Year!

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Growing Money

Step 2: Compounding

5 Steps To Financial Independence
Forget location, location, location - Now, think regular, regular, regular!

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$ Balls

Step 1: Less Debt, More Savings

5 Steps To Financial Independence
"Thrifty" is not a bad word... it doesn’t mean doing without – quite the opposite. Follow these tips to build up your savings - the first step towards achieving financial independence.

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Meerkats

We’d love to meet your friends

Keep a lookout - We love hearing your stories, solving your problems and watching you grow & we love meeting your family & friends too!

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cambodia-children

The 2h Project

Wallis-Smith Financial supports some of those who are most in need. We do this in conjunction with the Adelaide based charity ‘The 2h Project’.

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Royal Commission1

Royal Commission – Super under scrutiny

Superannuation - most Australian adults have it (whether we want it or not), we rely on it to fund our retirement, and at $2.6 trillion it’s one of the largest pools of investment money on the planet - so how come super is letting us down?

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The road ahead iStock

We’re saying no to commissions

For many years our business has been built on a flat dollar fee model, we are pleased to extend this model to advice in all areas.

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Royal Commission1

What’s wrong with financial planning?

With the banking royal commission unearthing horror stories of poor advice, unethical practices, and downright criminal activity it's fair to ask 'what's wrong with financial planning?'
By Sam Wallis-Smith

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cambodia-children

The 2h Project

Wallis-Smith Financial supports the Adelaide based charity ‘The 2h Project’.

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