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WealthGenerator Strategies

Personal finance strategies by age

Your financial strategy should change as you age. Here is a general guidline for each stage of your life. Earn, growth Invest and save in your 20’s.

Tax support for serious hardship

The ATO might give you extra time to pay your tax or remove penalties if you experience financial difficulties.

Find your unclaimed money!

Unclaimed money received by ASIC is transferred to the Commonwealth of Australia Consolidated Revenue Fund after 7 years.

Always get 3 quotes  

For services, always get 3 quotes minimum. Request 3 quotes from 3 different companies for the same service.

Always have a fixed project budget

When embarking on a large financial project it is important to have a budget. Decide how much you can comfortably spend on the project.

Saver Plus for low-income earners

Saver Plus is Australia’s award-winning free financial education and matched savings program.

Should you save your money or invest it?

Should you save your money or invest it. The answer comes from the question.

No free lunch when it comes to investing or borrowing

When investing or borrowing, the promise of crazy returns or interest rates significantly lower than the competition is most likely a lie.

Educate yourself

Instead of trusting your money to others, gain financial independence and control by educating yourself on personal finance.

Create an investment plan

Investing, although riskier than cash, can create wealth over the long term with a strategic investment plan.

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