Financial planning & goal setting

19 October, 2022

Superannuation through generations
– 20s, 30s, 40s

Have you thought long and hard about your superannuation? In the first instalment of this two part series, we discuss everything you need to know about superannuation in your 20s, 30s and 40s.

27 September, 2022

Closing the retirement gap

Your ‘retirement gap’ is the difference between the income you’ll need to live a happy and fulfilling life in retirement and the money you’ll receive from your retirement income. Ask us about closing your retirement gap.

27 September, 2022

Intergenerational wealth transfer

An intergenerational wealth transfer can be a life-changing opportunity but also bring challenges and complexities to your financial and personal life you may not be prepared for.

13 September, 2022

Do I need a financial adviser?

Do I need a financial adviser? There’s an easy test to find out the answer. How much is left over in your piggy bank after you’ve paid your bills each week? If there’s money to spare, you could benefit from financial advice.

13 September, 2022

How many SMSF members can you have?

Perhaps one of the biggest decisions you’ll have to make about your SMSF is how many members it will have, and in most states and territories you can now have six.

22 August, 2022

Budgeting tips for parents

Even before that bundle of joy enters the world, your responsibilities as a parent begin to mount. We have some budgeting tips for parents who want to make the most of their dollars and set their family up for financial success.

22 August, 2022

Going guarantor on a loan

Thinking of helping a loved one out to secure a housing loan? There are a few things you need to be aware of before you sign on the dotted line to go guarantor on a loan.

12 August, 2022

Investing and inflation

Understanding inflation is crucial to successful investing and many investors are concerned about inflation because it is a well-known fact that inflation affects all aspects of the economy. We investigate investing and inflation and everything you need to know.

8 August, 2022

SMSF set-up process

Many choose to set up an SMSF to gain better control over their retirement savings. The SMSF set-up process is being changed and refined all the time, and it’s important to stay on top of the various regulations surrounding SMSFs if you have one or are planning to set one up.

19 July, 2022

Investing for beginners

If you’re new to investing you might be nervous about making the right decisions about where to invest your hard-earned cash, but with the right financial advice you can grow your investment portfolio with confidence and clarity.