Independent Financial Adviser

Independent Financial Adviser

Thinking man
Helping you to navigate unchartered territory The coronavirus pandemic has resulted in dramatic and unprecedented changes for many families and households, impacting social lives, workplaces and finances.

As financial advisers, we are responding to the unfolding crisis to assist our clients to manage the financial repercussions.

From looking at how the Government’s measures will impact your finances, to developing a plan to assist you to be positioned in the best possible way to make it through this period, we can provide support when it’s needed most. Read more
Super fund
Is your super fund balanced? The recent sell-off on global sharemarkets due to the economic impact of COVID-19 has highlighted the risks of depending too heavily on a single asset class. Even before the current crisis, the ATO was concerned about a minority of self-managed superannuation funds (SMSFs) with up to 90 per cent of their money in a single asset class. Read more
Coronavirus medical staff
Covid -19 safety net expanded: What does it mean for you? What does it mean for you?
In a rapidly evolving response to the spread of COVID-19, the Federal Government’s second support package announced over the weekend has flicked the switch to more income support for retirees and workers.

Between the first $17.6 billion package announced on March 12, and this latest $66.1 billion package, the emphasis has shifted from stimulus aimed at keeping businesses up and running, to support for individuals to get them through the crisis. Read more
Economic growth
The Economic Stimulus Package: maintaining confidence, supporting investment, keeping people employed Maintaining confidence, supporting investment, keeping people employed
By now you’re probably aware that the Federal Government has announced a $17.6 billion stimulus package. One designed to “protect the economy by maintaining confidence, supporting investment and keeping people in jobs”. Read more
Nest egg
Hatching your nest egg early The summer bushfires have touched the lives of all Australians. For individuals who lost homes, businesses or livelihoods, the financial hardship lingers, prompting many to ask whether they can dip into their super to tide them over. Read more