News
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Sustainable investing: how your investment choices can benefit the planet
With the increased focus on environmental awareness, people are taking more interest than ever in how their actions affect our planet and are looking for more ways in which to influence change. Recently we’ve seen a growing trend towards sustainable…
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2020 Corona Stimulus Package Update
In our ongoing pursuit to keep you informed and up to date of the current legislative climate, we have taken the time to put together some of the more pertinent legislative changes that are relevant at this time. We have…
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Early Release of Super
From the 20th April 2020 eligible individuals will be able to access up to $10,000 from their superannuation before 1st July 2020 and a further $10,000 in 2020-21. No tax is payable on these payments and withdrawals will not affect Centrelink…
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Our response to COVID-19
While the impending spread of COVID-19 is concerning from a human perspective, those with investments may start to worry about its effect on the market. Despite the recent excellent performance of markets globally, the potential COVID-19 pandemic means we’re going…
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The value of independent advice
In the climate following the Royal Commission into Banking, the entire financial services industry has come under sharp scrutiny. And so it should. With Commissioner Hayne’s report divulging that there’s a population of the financial planning sector that has been…
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2018 Client Satisfaction Report
In 2018 we asked a representative group of our clients to participate in a worldwide survey of the financial advice industry. The aim of this survey was to help us better understand: • How engaged with us our clients are;…
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SIA Response to the Royal Commission into Banking
Around the country there are honest financial planners and bankers frustrated, angry and disappointed by revelations made at Royal Commission into Banking. What we’ve seen the Royal Commission expose is that it’s the system, not the professional financial planner community,…
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The start of something great!
They say the apple doesn’t fall far from the tree. And thankfully for us, it’s where we came from that helps shape our commitment to our clients. When we reflect why we behave, refine our business and relate to…
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Is the grass really greener?
Not all advisors are made the same. There are many benefits of long term relationships with a trusted advisor, as they are in the best position to navigate you away from things you didn’t see coming, and steer you in…
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What to expect in our first meeting
Before we see a potential client for their first “Discovery Meeting”, we seek to review the client’s financial situation. This means the first meeting focuses on analysis, review and discovery of goals, rather simply becoming a ‘fact finding’ mission. That’s…
