Advice for life

We provide expert advice and reliable service to manage every aspect of your finances at every stage of your life. We can do the leg-work and the head work for you. So you can get on with life, confident that the financial side of things is properly taken care of.

Create

Financial advice can help you to unearth money...more>

Grow

Great financial advice works like fertiliser for your money...more>

Protect

We can help you weather the storm, how?...more>

Enjoy

Make the most of life and free up your time...more>

In your 20s or 30s?

Click here to find out how we can help you…

 

News

Investment Update

View an update on the economy

Monthly Technical Update

View the latest edition

inTouch magazine

View the latest edition of our quarterly magazine, inTouch

Monthly Editorials

View our lastest editorial: A helping hand when you need it

Keeping You In Touch Seminar

The date for our next seminar will be announced soon

Aged Care Update

See the Aged Care White Paper I put together which covers many issues as they exist at the moment.  Click to view

I  recently attended a 'Financial Planners round table conference hosted by the Aged Care and Community Services Australia (ACSA). This followed the results of an Aged Care paper produced by the Productivity Commission.  Importantly, the round table highlighted that with Australia's ageing population the area of Aged Care affordability is highly topical.  It was an honour to be invited to contribute to this conference.

Rotary Regatta 2011

As a member of Rotary, I’ve had the pleasure of sponsoring and participating in the annual Rotary Charity Regatta for several years now.  In its 17th successive year, the Regatta has raised nearly $2,800,000 for the Sydney Children’s Hospital and other worthy charities and remains one of Sydney’s largest and most sought after sailing and fundraising events.  This year’s Regatta was held on 11th November 2011 and raised $150,000.  Click below to view photos

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UnitingCare Ageing (UCA)

On 25 October 2011, I co-presented at UCA.   Our presentation showed once again the importance of receiving quality advice on Aged Care and included a case study of different outcomes  Click to view the presentation

Commercial Law Association (CLA) Seminar

– 7 June 2010
I presented at a CLA seminar on Self-Managed Superannuation Funds.

Ongoing Service Statements

Statements are now issued annually at yearly review meetings so possible changes and opportunities can be discussed

In your 20s or 30s?

Click here  to view our Get up and Grow e-book

Professionals

If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser.  Please contact us