Independent Financial Adviser

Independent Financial Adviser

Family
Mind the insurance gap At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet the gap between what we need and what we have, has been growing. Read more
Office staff
Retrain your staff with the tax man’s help For many business owners, fear of incurring a Fringe Benefits Tax (FBT) bill has kept them from retraining and re-skilling their employees to perform different roles or activities within the business. Read more
Success
Soaring to success in 2021 The start of a new year is a great time to reassess where you are in life, your career or business - decide what you want to achieve and put some strategies in place to work towards achieving even your most ambitious goals. Read more
Rearview mirror
Lessons from 2020 to secure a bright future It was a year most of us would like to forget. And yet, some of the toughest lessons of 2020 had a silver lining. Read more
Investing
What the US election means for investors Democrat Joe Biden is pressing ahead with preparations to take the reins as the next President of the United States. Despite legal challenges and recounts, the early signs are that markets are responding positively. Read more