Financial Planning
The Value of Financial Advice
The value of financial advice can mean different things to different people. But there is one thing each have in common…
Read MoreSuperannuation Tax Loophole
We’re receiving many calls about the following article published by the ABC last week which relates to a potential superannuation withdrawal and re-contribution strategy: ABC News website. We would like to clarify some points raised in the article for our clients. KEY POINTS The Government will allow individuals affected by COVID-19 to access up to…
Read MoreWhy Elections Are Important
Labor tipped to hit middle class hard Tax is a contentious thing. We all hate paying it but begrudgingly do so because, without it, the Government wouldn’t be able to provide all the services they offer. We understand that if Labor has its way, the very rich will also be hurt, but when you are…
Read MoreSuccessful Investing: A Guide
How We Invest Your Money There is a relationship between risk and return and your investment portfolio needs to reflect how much risk you are willing to accept. Everyone’s tolerance to risk is different. We take the time discuss and explore your own personal investment preferences, and then tailor an investment portfolio to suit you.…
Read MoreVideo of Breakfast Seminar with Craig James
On the 21st June, we held a breakfast seminar with special guest, CommSec’s Cheif Economist, Craig James. Craig is one of Australia’s most respected and informed economic commentators. He has a knack for making economics user-friendly. He interprets ‘big picture’ economic and financial trends for customers, clients and staff. Full video from the event below.
Read MoreJune 2018 Newsletter
Our June Newsletter Our June newsletter focuses on growing your business and saving you money. We discuss how easy it is to refinance your mortgage and potentially save thousands in interest. We also announce the total funds raised from our Quiz Night this year. These funds have been donated to Variety – The Children’s Charity. Read Now…
Read More