Blog

Ride of a Lifetime

DATE CREATED: Tuesday, 20 June 2017 14:05

One of our biggest buzzes as financial advisers is helping our clients realise their dreams and to lead a fulfilling life.  Yes, we help clients make smart financial decisions, but of equal significance to them are the pursuits and interests they follow outside of their career and “financial wealth”. I’d like to share one such pursuit that has had, and continues to have, an enduring impact on my life.

Read more >

An Overview of Super Reforms 2017

DATE CREATED: Tuesday, 20 June 2017 14:03

Considerations for SMSFs prior to 30 June 2017

The end of the financial year always seems to crop up faster than it should.  Given the impending 1 July 2017 superannuation changes, trustees need to be across the changes, even if they don’t immediately affect you or your fund.  

Read more >

The Role of Fixed Interest in Constructing Portfolios

DATE CREATED: Tuesday, 20 June 2017 14:00

The search for income is an ongoing challenge for clients who want to maintain a comfortable retirement lifestyle.

Read more >

Top three estate-planning tips

DATE CREATED: Thursday, 04 August 2016 19:45

If something unfortunate happened to you tomorrow, would your family be able to ensure your estate was distributed according to your wishes?

Read more >
Page 4 of 4