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29 May 2015

Choosing A Canberra Financial Planner : How To Select The Right Advice

Populated by a workforce earning the highest average full-time income in Australia, it’s no surprise that Canberra’s residents are increasingly seeking out the services of a financial planner to build and protect their wealth and pursue their financial goals. Read more

pension cuts

28 May 2015

Age Pension Changes Affect Part Pensioners

On Tuesday 12 May 2015, Federal Treasurer Joe Hockey released his second budget. One of the biggest changes was to the asset test assessment for the Age Pension. Read more

28 May 2015

Don’t Let Your Children’s Financial Affairs Impact Your Retirement

You’ve been working hard all your life to build that lump sum to retire with. What have you got planned? What does retirement look like to you? Traveling around the world or Australia? Or is it as simple as doing nothing? This might be your plan but what happens when life gets in the way? Read more

28 May 2015

Who’s Who And Who’s New?

The Hervey Bay team recently attended the annual ‘Who’s Who and Who’s New’ dinner for the Local Medical Association. The night was a celebration of local medical talent and an opportunity for the local medical professionals to get a tour of the new ‘St Stephen’s Private Hospital’. Read more

13 May 2015

Budget 2015 – what does it mean for you?

On 12 May 2015, Federal Treasurer Joe Hockey released his second budget. The budget contained a number of cost saving measures, as well as some programs designed to boost economic activity and employment. Read more

financial planner brisbane

12 May 2015

Need a Brisbane Financial Planner? How to Choose the Right Advisor

It’s important to remember that financial strategies are not a ‘one size fits all’ solution, and identifying the right financial planner for your individual circumstances is as important as your financial future. Read more