Tori McNoe

With the right investment research and portfolio management tools, you can gain better insights to make timely, well-informed decisions in rapidly changing market conditions and effectively demonstrate the value of your advice.   Explore our growing service offering and access a range of investment and superannuation research and portfolio tools to help deliver better investment outcomes for your clients in times of uncertainty. 💡 To learn more visit - https://lnkd.in/gUcBQJPT #FinancialAdviser #AdviserTools #InvetmentResearch #Superannuation #SuperannuationPlanning #RetirementPlanning #PortfolioBuilder #Investing #PortfolioManagement Chant West FE fundinfo

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When it comes to advising you on your KiwiSaver, we follow a simple 7 step process. This ensures you fully understand your current KiwiSaver performance, plus we provide education around the different fund types, before our final recommendations and forecasting. But our work doesn't stop there. Once we have you in the right fund that meets your goals, we regularly review and monitor the fund's performance to ensure it remains in line with your goals until you reach retirement. If it's been a while (or ever!) since you looked at your KiwiSaver, then we encourage you to get in touch. We may be able to optimise your funds, which in turn could end up gaining you $$$ to put towards your retirement. Click below to fill in our online form and we will be in touch. https://lnkd.in/gVEXfCbz #kiwisaver #queenstown #investmentfunds #retirementplanning #nzinvestment #nzbusiness

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Think superannuation is something to worry about later? Think again! Your 30s are the perfect time to start building a strong financial future. Discover why early planning can make a huge difference and debunk the myth that it’s too soon to think about retirement savings. Click to read how a few smart moves now can lead to a comfortable and secure future: https://lnkd.in/g7DhsT5e #super #superannuation #financialplanning

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Alex's Articles 🔍 Ensuring the health of your superannuation is crucial for your financial future. Just like an annual physical, a regular "Super Health Check" can optimise your retirement savings and protect your financial well-being. Discover the five simple steps to take control of your superannuation in our latest article. Learn how to consolidate your accounts, adjust your investments, review your insurance, nominate beneficiaries, and keep your details updated. Don't delay - start your Super Health Check today! Read the full article: https://lnkd.in/giTJGpgn #Superannuation #FinancialHealth #RetirementPlanning #VirtuousWealth

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Know your super: EOFY Superannuation Glossary |Super Consolidation| Feeling overwhelmed by multiple super accounts? Consolidating your super involves combining them into one, making management easier and potentially saving on fees. Imagine having just one set of fees, more straightforward statements, and simpler tracking of your retirement savings? Consolidate your super through your ATO account. #EOFY #Superannuation #FinancialLiteracy #Consolidation #Fees #TaxTime

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5 Reasons to Restructure your investment portfolio: ✅ Protection of wealth ✅ Property Ownership Restructure ✅ Shareholding Restructure ✅ Property Credit Exposure Restructure ✅ Tax management strategies 👓Full article available here - https://lnkd.in/dm3yAufS 💬 Book a consultation with our wealth coach to determine your investor status here - https://lnkd.in/dvMHSPh6

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Geopolitics is increasingly impacting Australian business. What are the main risks and how do they affect different sectors? Learn more in our report. https://lnkd.in/gbFFNVF2

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Market volatility shaking up your superannuation strategy? Stay calm and navigate the waves with our expert tips. Learn how to make the most of market dips and ensure your investments thrive in the long run. #RegencyPartners #Superannuation #InvestmentStrategy

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Today we launched the first MYOB Business Monitor: SME Performance Indicator. This edition is a unique, lead indicator on the health of Australian small businesses (with 1-19 employees). The SME Performance Score is currently at -2.0 relative to GDP, with rising costs and reduced householding spending particularly impacting retail and construction. This information is crucial for small businesses, government and industry, as we work together to support the 2.5 million SMEs across Australia https://lnkd.in/g32jNdi9

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Only 2 weeks until the RIAA Conference in Sydney. Looking forward to unpacking the challenges and opportunities corporate lobbying presents investors with our amazing panelists Daniela Jaramillo, Andrew Cox and Naomi Hogan. Still some tickets available at https://shorturl.at/hmxT9. Responsible Investment Association Australasia (RIAA) members receive a 30% discount. In Canberra, lobbyists outnumber politicians three to one, highlighting the significant influence that corporate interests can wield in the policymaking process. While lobbying can provide valuable private sector input and data, it's also been criticised for being driven by short term or narrow company objectives and may undermine investor stewardship efforts in areas such as phasing out fossil fuels or Net Zero commitments This poses a challenge for investors, who have a fiduciary duty to act in their beneficiaries' best long-term interests. How can investors ensure portfolio companies' political activities are aligned with sustainable, stakeholder-oriented goals? What are the risks of failing to oversee corporate lobbying, particularly in areas like fossil fuel phase-outs or net zero commitments?

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Profit-to-member super fund Cbus has unveiled a new advice offering which it says gives members the option of middle ground retirement guidance without paying external advice fees, but the fund’s retirement advice senior manager Kristin Bishop says the relatively low price point is a function of the fee subsidisation in its intrafund advice model. Kristin Bishop CFP® #cbus #retirement #superfund #intrafund #financialadvisers #financialplanning #financialservices

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 Inheritances are not only significant financial payouts but also markers of new responsibilities and life choices. For the next generation of wealthy Australians, receiving a large inheritance comes with the weight of legacy and the anticipation of using wealth meaningfully. This is not just about what to buy, but about handling assets in a way that ensures your financial health, well-being, and a positive contribution to your community and the world at large. It is about longevity, resilience, and wisdom. In this guide, we will walk through key steps in managing your recent inheritance, including investing wisely, tax considerations, estate planning, and giving back to the community. We will provide actionable advice that takes advantage of opportunities unique to the Australian financial landscape. https://lnkd.in/g2cqghbV

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Say Goodbye to Manual Errors in NDIS Fund Management! Tired of juggling spreadsheets and endless paperwork?? With ROTAWIZ, you can streamline your NDIS fund management and eliminate costly mistakes with ease! ✨ Automate your process, save time, and ensure accuracy—so you can focus on what truly matters. Visit us today at www.rotawiz.com.au and take the hassle out of fund management! #NDIS #FundManagement #NDISFunding #ROTAWIZ #NDISProviders #NoMoreErrors #DisabilitySupport #NDISCompliance #NDISProvidersAU #ShiftManagementAU #RosterManagement #ClientScheduling #WorkSmarter #WorkOptimization

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Superannuation can be complex—especially with changing preservation ages and diverse working arrangements. Join us for an interactive case study-based webinar on: 💡 Unlocking Superannuation: Conditions of Release & Taxation What you’ll learn: ✅ Navigate retirement conditions of release ✅ Explore lesser-known conditions for early access to super ✅ Understand tax implications of accessing super at different stages Register here: https://lnkd.in/gWBWaPyA

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Superannuation can be complex—especially with changing preservation ages and diverse working arrangements. Join us for an interactive case study-based webinar on: 💡 Unlocking Superannuation: Conditions of Release & Taxation What you’ll learn: ✅ Navigate retirement conditions of release ✅ Explore lesser-known conditions for early access to super ✅ Understand tax implications of accessing super at different stages Register here: https://lnkd.in/gWBWaPyA

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