On 22 March the Prime Minister and Treasurer released details of a 2nd round of economic measures, designed to cushion Australians from the economic impact of COVID-19.

Our previous case study focused on Retirement Planning and how maximizing Super Contributions works to your advantage in terms of financial security. Today we’ll meet Lisa, one of our valued clients who reached out to our financial planners in Perth. We had a chance to help her work through difficult questions and issues concerning taxation, […]

Recently, we shared a client case study that showed how Investments and Superannuation strategies can be utilized to work in your favour. Today we will be presenting you with a case study similar to our previous one which discussed Retirement Planning. However, we will be focusing on maximising Super Contributions to reach our goal. Our client […]

We discussed Personal Retirement Planning on our previous case study. Today we’ll be looking at another client case study about Investment and Superannuation Strategy and how essential it is to planning and creating a stable retirement fund. In some recently released results from “The Australia Talks National Survey” of more than 50,000 Australians, it was […]

Being financial advisors, we are always working to improve the financial lives of our clients.  Principally, our work revolves around assisting our clients to achieve financial security and fulfill their higher goals in life. We recently wrote about insights on what consumers think of financial advice and of the advisors who deliver it based on a […]

A recent report by ASIC (Australian Securities & Investments Commission) has shed some light on what consumers think of financial advice and of the advisors who deliver it. The report explored the use of financial consultants, and attitudes towards them. Results reveal that people who have already sought advice, or intend to, are more likely […]

I was never a mechanically-minded kid. At the start of year 9 in school, all students were required to choose from a list of elective classes.  The options were woodwork, metalwork or typing. Every other boy in my year 9 class chose woodwork or metalwork. I chose typing. This wasn’t due to any foresight about […]

With the level of consumer debt skyrocketing and the cost of housing, education, and health care increasing at double-digit rates, younger generations are facing unprecedented challenges to achieving economic security and financial independence.  Therefore, helping our youth to learn effective money management skills, and to adopt good financial habits and attitudes, is more important than […]

Do you desire to be rich?  The word “rich” can be defined as “possessing great material wealth,” and it can also be defined as that which is “abundant, meaningful, and significant.”  Therefore, which kind of wealth do you desire the most?  Do you want to experience a life of riches or a rich life? Author […]