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    Celebrating 30 Years In Financial Planning

  • 52_week_money_challenge

    52 Week Money Saving Challenge

    How it works: Each week, you set aside the amount equal to how weeks there are left in the year, eg. Week 1 you set aside $52 as there are 52 weeks left in the year, Week 2 you set aside $51 as there are 51 weeks left in the year- and so on. By the end of the year if you stick to this small savings plan you will have $1378.00- simple, yet very effective!

  • Protecting-yourself-online-what_everyone_needs_to_know

    Protect Yourself Online

    A number of financial advisers have recently reported receiving emails from clients requesting withdrawals to be made from their investments - yet when contacted about it, the clients had no idea about such requests. It turns out that their emails have been compromised (hacked). The online fraudulent activity continues unabated and is becoming more sophisticated.

    We thought it would be worthwhile highlighting a booklet the Australian Government recently released – “Protecting Yourself Online – What Everyone Needs to Know” – which provides detailed advice, but in simple consumer terms, on how to protect yourself from on-line hacking. You can download the booklet below.

    If you haven’t already taken preventative measures, then have a read and familiarize yourself with the suggestions made and take appropriate action.

Explore some of our valued partners and associates

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    Madison Financial Group
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    Australian Stock Exchange
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    Business Council of Australia
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    Association of Financial Advisers (AFA)
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    Committee for Economic Development of Australia
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    Financial Services Accountants Association
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    Kaplan Professional
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    Australasian Legal Information Institute
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    Institute of Actuaries of Australia
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    The Association of Superannuation Funds of Australia Limited
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    Women in Finance
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    Australian Council of Social Service
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    Outsource Financial
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    StateWide Superannuation
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    Cancer Council Pro Bono Advisers