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Buying a home is exciting, but let’s be honest – the mortgage process can be a real head-scratcher. Navigating a labyrinth of interest rates, lender policies, and endless paperwork can leave even the savviest among us feeling overwhelmed. That’s where mortgage brokers step in, acting as your trusted guide through this often-confusing terrain. If you’re […]

- Jennifer Richardson

Our super talented senior financial adviser, Sharon Goodwin, has shared her expert insights in an article featured in the Australian Financial Review! A must-read for all women! Download the full article here or click below:  https://www.afr.com/wealth/personal-finance/the-secret-to-building-a-1m-plus-super-fund-as-a-woman-20230904-p5e1xq

- Australian Financial Review

It’s not always a good idea, but there are ways that make it watertight and fair to everyone. Our Senior Financial Adviser Sharon Goodwin shares her expert insights in this recent AFR article by Penny Wise. Download the full article here or click below:  https://www.afr.com/wealth/personal-finance/our-son-is-demanding-an-early-inheritance-should-we-give-it-to-him-20231025-p5ef16

- Australian Financial Reveiw

Year-end (and other) staff parties With the well earned December/January holiday season on the way, many employers will be planning to reward staff with a celebratory party or event.  However, there are important issues to consider, including the possible FBT and income tax implications of providing ‘entertainment’ (including Christmas parties) to staff and clients.  FBT […]

- Jen Richardson

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