We were able to assist a client with an “out of the box” finance. A client of ours approached us regarding the purchase of an off-road buggy that was to be used as a promotional vehicle for his business. The Read more…
Recently I sat with a client who has been inundated with work and overwhelmed with the tax and payroll obligations. This included: 6 months of unpaid employee super contributions. Two outstanding BAS. Unpaid 2017 tax debt. Outstanding individual IASs. After assisting Read more…
We bust the myths that might be holding you back from earning more. MYTH: You need to have lots of money to seek financial advice. FACT: Not having enough money and wanting more is EXACTLY why you should see Read more…
We recently met with a client in his mid 30s who had paid off his mortgage and had $400,000 in the bank. Unfortunately, it wasn’t even invested in a high-interest savings account and was not earning much interest. This client Read more…
Check out the latest interest rates and rebates available. Current as at 5/4/18 Bank 1 Bank 2 Bank 3 Bank 4 Bank 5 Principal and interest, owner-occupied, 3.59% interest rate, variable loan, no establishment costs, no ongoing fees Refinance rebate of Read more…
What is a death benefit nomination? A death benefit nomination is a notice you give to the trustee of your superannuation fund requesting the payment of your death benefits to either your estate or one of your specified dependants. There Read more…
Meeting the Happiness Engineer … I was very upset to find out that my account had incorrectly been charged for a service that I did not want. When I received the digital receipt for my transaction, I immediately responded to Read more…
Your superannuation is a pretty important part of your financial life so you should make sure your super fund details are all up to date, and that you know what you’re paying for. Some things to check on your next Read more…
Most of us put a lot of time and effort into creating and managing wealth throughout our lives. But few of us put enough thought into how our wealth will be distributed after our death – estate planning. Estate planning Read more…
WE HAVE GREAT NEWS TO SHARE!! We are excited to announce that we have been awarded an AMP Financial Planning award that recognises high performing practices that are delivering quality advice and raising the bar on their professionalism. We are Read more…