Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
Property
A Comprehensive Guide to Getting EOFY Ready as a Property Investor
In the lead up to the end of the financial year (EOFY), it's a great opportunity for property investors to pause, prepare their records, and make sure they’re ...
Investing
Forging New Bonds: A Comprehensive Guide to How Bonds Work
Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump Administration’s extraordinary ...
Superannuation
Essential Strategies to Safeguard Your SMSF Savings from Fraud
Self-Managed Super Funds (SMSFs) offer greater control and flexibility over your retirement savings, but with that freedom comes added responsibility, ...
ATO
Understanding the ATO Watchlist: Essential Insights for Small Business Breaches
Running a small business comes with its share of responsibilities and staying on the right side of the Australian Taxation Office (ATO) is one of the most ...
retirement
Super vs Property: Evaluating the Best Options for Sustainable Retirement Income
There is no debate that Australians love investing in property. Some love it so much that they believe property is a better option for providing a retirement ...
expenses
Ten Essential Tips for Cost Reduction in Small Businesses
Running a small business is a balancing act — juggling expenses while striving for growth, all without compromising on quality or service. But cutting costs ...
Financial Planning
Simple Strategies to Enhance Your Credit Score in Australia
Your credit score isn’t just a number - it’s a key that unlocks financial opportunities. Whether you're applying for a home loan, renting an apartment, or even ...
Property
Navigating the Refinancing Process: What You Need to Know
Refinancing your mortgage can be a smart financial move, helping you secure a better interest rate, reduce monthly payments, or unlock equity in your home. ...
Age Care
Aged Care in Transition: Understanding the Major Changes Ahead
The number of Australians aged over 65 is expected to more than double in the next 40 years while the number of people aged over 85 is predicted to triple in ...
Investing
March 2025 Quarter Market Update: Key Trends and Analysis
In this market update, I’ll discuss the impact of Donald Trump on the markets and share my outlook on how this may unfold. In last quarter’s newsletter, I ...
Topical
Embracing Longevity: The Generation Redefining Aging
As we move further into the 21st century, the concept of aging is being redefined by a new generation of older adults who refuse to see themselves as "old." ...
Financial Planning
Turn Your Financial Goals into a Strategic Plan
Almost everyone has financial goals – some people simply have a vague sense of what they want to save for, while others have specific targets that they write ...
ATO
FBT: Record Keeping and Plug-In Hybrid Exemption Changes
As the 2025 Fringe Benefits Tax (FBT) year has just come to a close (on 31 March), it’s an ideal time for employers to review their FBT obligations and ensure ...