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read - Recent Blog Posts

Featured
The End is Nigh. 30 June is nearly here.
The End is Nigh. 30 June is nearly here.

No, I am not about to quote Shakespeare but I do want to remind all of our clients that the end of financial year is fast approaching and as the 30th falls on a Monday, you actually have less time to make your contributions.

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Get Ready For Tax Time...Again
Get Ready For Tax Time...Again

As we approach 30 June for another loop around the sun, it’s time to consider a few smart moves now, which we know can make a big difference to enhancing your retirement plans and potentially saving you big at tax time.

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Artificial Intelligence: A Friendly Guide for Retirees
Artificial Intelligence: A Friendly Guide for Retirees

Artificial Intelligence (AI) might sound like something straight out of science fiction, but it's very much a reality shaping our daily lives.

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Meet Christy – Our Filipino Virtual Assistant.
Meet Christy – Our Filipino Virtual Assistant.

Check out how the team works together remotely.

Chris is literally in the room with us by way of Teams and Zoom. We are able to communicate by phone, chat, video or any other number of ways that technology allows.

Read below how we recruited Chris as well as how she works, communicates and works with our clients.

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Congratulations! You are a qualified Financial Adviser.
Congratulations! You are a qualified Financial Adviser.

Josh Gray finally meets all the requirements to become a great Financial Planner at Evolution Financial Planning.

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