Christmas message 2018!!!

December 22, 2018

We would like to wish everyone a very Merry Christmas. In our message, we talk about the year that has been, what our amazing clients have achieved, the challenges the industry has gone through and what we look forward too in 2019 including some new tools to assist our clients to make better investment decisions.…

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My $52,381 mistake that can save you thousands!!!

December 21, 2018

Many of us think we can beat investment markets or pick the latest stock that is going to make us rich.  Even take a hot tip from the bloke at the local pub.  We’ve all been there with the hope it will make us rich or at least make us feel better. This happens more…

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Smashing Financial Goals Never Happens Easily!!!

December 15, 2018

As a kid, I loved lego while also giving things a go.  Nothing seemed to get in the way, nothing seemed to scare me. However, as we get older fear sets in, fear of failing, fear of what people other people will think, fearful of the unknown. I see these traits in people all the…

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When Markets Fall!!!

November 26, 2018

Whether you have a lot of experience with investing or very little, you’ll experience periods of frustration and concern with your investments when markets go down whether you are a long way from retirement, close to retirement or already retired. From time to time investment markets get a little scary.  For some, this brings up anxiety,…

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Father of one struggling on $300k a year!!!

November 11, 2018

Getting on top of your finances is something many are aiming for.  However, you would think that earning $300,000 a year would lead to quite a comfortable lifestyle.  Nice house, nice car, regular holidays, kids in nice schools however it is quite common for people on this level of income to feel like they are…

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Fitness Trainer to the Stars & How to Transform Your Money Fitness!!

November 3, 2018

Meet Chief Brabon, he’s the one on the left, I’m on the right.  One of the nicest, successful badass fitness trainers going around.  He let’s his results do the talking. He started out in the Army, tried out for the SAS at the age of 18.  He was not accepted due to his age however…

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Smashing the Myths you have about Financial Advice…

October 21, 2018

For most seeking financial advice, it’s like going to the dentist.  You know you have to do it but it’s something we all put off and one of those things we don’t like to do. Especially now given the current the Royal Commission uncovering some very inappropriate practices to the point where they could be…

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How do you measure up?

October 7, 2018

Retirement Planning is a little like covering up through winter. It’s not until we hit summer and the layers come off that we realise we are we are underprepared and then we start with the latest trend to lose weight quick only to realise we should have started earlier. Planning for your lifestyle in retirement…

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Super|Estate Planning|Hidden Super Death Tax

September 28, 2018

Ok, so if you have been following the series on getting to know your super better you will now have a better idea about your super.  It’s going to be one of your biggest assets, so it’s important you start taking an interest in it, particularly after the revelations coming out from the Royal Commission…

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Super Part 4|Investing in Super 101

September 22, 2018

By now if you have been reading these posts you have been building your knowledge around super, we’ve talked about what is super, tax effective contributions and lump sum contributions. We’re going to delve deeper into investing inside super.  So, let’s get to it… Let’s start with the basics… Investments are generally broken down into…

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