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Kelly
GradDipFPDirector / Financial Adviser
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Jennifer
GradDipFPParaplanner / Senior Technical Officer
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What to Do if Someone Dies
Australia’s death rate remains the same as it has always been. We get one death each. The problem is, very few of us know when our death will come. What is also certain is that we will know people who die before us. This is a quick guide to what to do if someone you love dies.

How to Win at Tennis. And Investing
It is Australian Open time again and the world’s attention focusses on Australia’s very own Grand Slam Tennis Tournament. Happily, with Covid restrictions much less this year, we will see a blockbuster tournament. May the best players win.

Give the Gift of Conversation – for the Good of the Country!
It is the festive season and for many of our clients, that means presents. Yes, the ones they receive. But also the ones they give. And giving, for many people, means buying. This year, rather than give people items you buy, why not give them something much more precious: your time.

Taking Time to Think
It is almost the end of the year. Which means, of course, that it is almost the start of next year. When it comes to money, the turning of the year means just one thing: New Year’s resolutions!