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Read more about the article Family Wealth Planning – Is it time to put pen to paper

Family Wealth Planning – Is it time to put pen to paper

The challenges and opportunities that are faced by families with significant wealth often be unique in nature and scale.Taking the time to think through, and stay current with, a family’s…

Continue ReadingFamily Wealth Planning – Is it time to put pen to paper
Read more about the article From Debt to Growth: Building Wealth Beyond the Mortgage

From Debt to Growth: Building Wealth Beyond the Mortgage

From Debt to Growth: Building Wealth Beyond the MortgageIn my last column, I wrote about making your mortgage your best investment. For many households, that’s the smartest starting point; reduce…

Continue ReadingFrom Debt to Growth: Building Wealth Beyond the Mortgage
Read more about the article Make your mortgage your best investment

Make your mortgage your best investment

Weather central banks are talking interest rate cuts or hikes, it’s still vital to keep your home finances in order ; no matter what stage of life you’re in. One…

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August 1, 2025
Make your mortgage your best investment

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  • Family Wealth Planning – Is it time to put pen to paper
  • From Debt to Growth: Building Wealth Beyond the Mortgage
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Provident Advisory Group Holdings Pty Ltd (ACN 606 646 968), Provident Advisory Group Pty Ltd (ACN 633 929 236) & DZAM Wealth Pty Ltd (ABN 55 634 057 051) [t/a Provident Advisory] are Corporate Authorised Representatives of Provident Advisory Pty Ltd (ABN 97 633 777 492) AFSL No. 549697

This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.
Your adviser provides financial planning advice that includes considering the tax implications relevant to that advice based on Australian tax law. This advice is not intended to be a substitute for specialised taxation advice or a complete assessment of your liabilities or claim entitlements under taxation law. We recommend you consult with a registered tax agent for this professional advice.
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Where we have used information provided by your tax agent, we are not responsible for the accuracy of that information. We do not provide taxation considerations or advice for any other country or jurisdiction. Should you have to report income for tax matters overseas, you should seek your own independent advice on these matters prior to acting on our advice.

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