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Financial advice helps you achieve more

Whatever you want to do, you’re more likely to do it with the help of some sound financial advice. We all have something we’d like to be doing more of. It could be spending more time on hobbies, less time at work and more time raising a family, more time travelling the world or reducing

By |2021-10-01T00:36:53+00:00September 30th, 2021|Categories: Our News|Comments Off on Financial advice helps you achieve more

Five tips for looking after your household’s finances

Take the pain out of managing your family’s finances with some simple tips every family can use. Taking care of household finances can be time consuming and boring – and often people don’t know where to start. Your local library may have some good resources if you want to do your own research, but these

By |2021-10-01T00:37:02+00:00September 30th, 2021|Categories: Our News|Comments Off on Five tips for looking after your household’s finances

Is super worth the hype?

As Financial Advisers we talk about superannuation a lot. So much so that it probably becomes a fuzzy word people don’t even hear any more. And the younger you are, the less interested you probably are. But superannuation is super important. It is likely to be the biggest investment you will have in your lifetime,

By |2021-09-01T01:33:23+00:00August 31st, 2021|Categories: Our News|Comments Off on Is super worth the hype?

Is it time to get your Will up to date?

We have a few months left before the busy Christmas and school holiday period is upon us, so now is the time to think about whether your financial plan needs to be reviewed in light of any changes to your circumstances this year, and if your Will is up to date and estate planning is

By |2021-09-01T01:33:32+00:00August 31st, 2021|Categories: Our News|Comments Off on Is it time to get your Will up to date?

11 tax facts about superannuation

Compared to other investment structures, super is widely considered to be one of the most tax-effective investment structures available from a wealth accumulation and cash flow generation perspective. Although not a comprehensive list, below are 11 of the top tax facts about super. Please note: Each tax fact isn’t covered in detail (only a brief snapshot

By |2021-08-01T00:27:02+00:00July 31st, 2021|Categories: Our News|Comments Off on 11 tax facts about superannuation

There’s an app for that

It seems we are increasingly using apps in everyday life. Apps can help us manage certain aspects of our lives, tap into things that are of interest to us, or keep track of different goals. We can use apps to look up movies, events and shows and book tickets within minutes; we can use apps

By |2021-08-01T00:27:10+00:00July 31st, 2021|Categories: Our News|Comments Off on There’s an app for that

Do you have more than one super account?

Did you know there is about $13.8 billion[1] held as lost or unclaimed superannuation in accounts across Australia as at 30 June 2020. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down. Consider Combining it Save on fees,

By |2021-07-01T00:26:06+00:00June 30th, 2021|Categories: Our News|Comments Off on Do you have more than one super account?

Navigating your way through a redundancy

The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-191. While the Government extended temporary economic assistance for most businesses until March 2021, it has gradually been phased back which may result in many businesses downsizing, winding up or becoming bankrupt. This

By |2021-06-01T00:02:16+00:00May 31st, 2021|Categories: Our News|Comments Off on Navigating your way through a redundancy

We’re open for business

Whilst we may change the way we do business to keep you, and us, safe and well, we are open for business as usual. We continue providing financial advice to our clients and community during these uncertain times. Stay safe, stay well, and remember we are here for you.

By |2021-06-01T00:02:30+00:00May 31st, 2021|Categories: Our News|Comments Off on We’re open for business
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