Media


Six tips for the end of the financial year

June 30 is around the corner, which means it’s time to start thinking about your tax return. Read on to discover six tips for the end of the financial year and how Read more…




Federal Budget – The Impact for Families and Wealth Accumulators

We have summarised the key features of the 2016-2017 Federal Budget for Families and Wealth Accumulators. Please click here to read more > Budget – Families & Wealth Accumulators If Read more…




Federal Budget 2016 – The Impact for Retirees and Pre-Retirees

We have summarised the key features of the Federal Budget 2016 – The Impact for Retirees and Pre-Retirees to review. Please click here to read more > Pre and Post Read more…




Retirement Advice Glossary

Click on the following link to give you access to a quick reference guide to a range of superannuation and financial terminology. This Retirement Advice Glossary has been produced to Read more…




Federal Budget 2015 – Retirees Summary

The Federal Budget was handed down and a number of key changes have been made for Retirees. The key points of interest for Retirees include the following: *     Wealthier retirees Read more…




The Power of Markets: Evidence Based Investing

For our superannuation and pension portfolios, our philosophy is utilise an evidence-based philosophy when investing.  This includes the Stockmarkets. There is a lot of hysteria and media hype about how Read more…




Retirement Success

Retirement specialist, Dr Richard Johnson, summarises that retirement success is reliant upon more than a financial calculator alone. We adopt a similar philosophy with our retirement advice service. In this Read more…




Modern Estate Planning

Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the Read more…




Do It Yourself Investing

In today’s digital age, gaining access to information is easy. As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone Read more…