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Updated on 28 August 2018

  • Financial Services and Credit Gude
  • Version: 5.0

Newsletter - Winter 2017

Updated on 28 July 2017

  • Welcome to the Winter edition of our newsletter, The Power of Advice.
  • Version: The Power of Advice - Winter 2017

Future Financial Services Blogs

  • Self Managed Super Funds - Is a Self-Managed Super fund appropriate for you?

    In recent times, Self-Managed Super Funds (SMSF) have become very popular and, for many investors, they represent an excellent vehicle to manage their retirement assets.


    It is my belief that for many Australian’s who have an SMSF, it is not the most appropriate structure. Truth be known, often the person recommending the fund benefits greatly.  As a financial planner, a SMSF client is gold as they are generally high revenue clients.  The same applies for accountants and those involved with property investment, we are all incentivised to recommend an SMSF. Is this best for the client? Often the answer is yes, it is a great option, however, in a lot of other situations, I’m less confident that an SMSF is appropriate. 

  • Starting Young - The benefits of starting young

     There are a million clichés advocating getting started as soon as possible, and they exist because it is true; the sooner you start working towards a goal, the better. This is certainly the case when it comes to financial success.

    At our practice, we feel so strongly about staring young that we actually offer the first financial plan out of school (or university) free of charge.

Phone: 02 47048585