We are open for the new year and taking appointments. With so many external impacts on all our lives over the past two years as we have responded to the COVID-19 pandemic, many of you will have had a change in situation or had a chance to reflect on what is really important to you. For this reason we encourage all our clients to book a review meeting with us so we can discuss your current situation and any changes that may need to be made to your financial plan to accurately reflect your situation now.

New year is a great time for making lifestyle changes, however, for goals and changes affecting your financial health, there’s often no better time than when starting a new job.

We wish you a wonderful festive season and look forward to a bright New Year.

Set a good example for your children with just a few simple changes.

Whatever you want to do, you’re more likely to do it with the help of some sound financial advice.

Take the pain out of managing your family’s finances with some simple tips every family can use.

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, unless you own a mortgage free home.

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 in order.

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.