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2022

The skills you need for big money choices

20/09/2022
Even when you’ve got the skills to budget for your household, making big financial decisions can seem beyond you. Read this week's article to help build your confidence in reaching your financial goals.   For further advice and trusted help on all financial matters, contact us today.   Download PDF

August 2022 Residential Update

26/08/2022
Just a friendly reminder that if you do your own taxes, you need to lodge your tax return by October 31. In the meantime, here are four stories about property, finance and taxes.

August 2022 Business Newsletter

22/08/2022
Here's a quick read of our latest business & commercial news updates.  

How to take control of your debts

20/07/2022
How you manage and in what order you tackle your debts may make a substantial difference to what you pay in the long-run. Read this week's article for some tips for keeping on top of your debts.   If you need advice and further help managing your debts, please contact us.   Download PDF

Estate planning - when should I start?

20/06/2022
Having a will doesn’t seem that important when you’re caught up with the business of living. But like getting a job, owning a home or having kids, getting your estate plan sorted is really just another part of growing up.   If you are in need of advice about your will and estate plan, please contact us.   Download PDF

One income or two?

20/05/2022
For singles and couples, with or without children, budgeting for all your household expenses is easier when you take steps to manage your money in a different way.   If you need any further advice, please contact us.   Download PDF

How much do you need to be financially free?

20/04/2022
How much do you need to feel financially free?   NAB has put a dollar figure on the magic number Australians think they need to "significantly improve their lives forever."   The average Australian believes they need $828,000 - up 9% over last year - to turn around their life financially. However, the figure swings depending on where you...