Independent Financial Adviser

Independent Financial Adviser

writing will
Estate planning – making your wishes known to your loved ones With Australia currently dealing with a second wave of COVID-19, the speed and spread of the illness underlines just how fragile life can be. Read more
Tax time
How COVID-19 changes tax time As this financial year draws to a close, it will be viewed as a year like no other. COVID-19 (coronavirus) has impacted everybody’s life, albeit in different ways for different people. Read more
Leaders
Leadership through challenging times As all leaders can attest to, no leadership role is smooth sailing. There will inevitably be the occasional storm coming over the horizon, with different challenges you need to respond to. Read more
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