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Your UK Pension Lump Sum – Could you be sitting on a goldmine?
May 31st, 2019As people move from job-to-job over their working lives, they are likely to accumulate several super funds, which now given that they are less likely to be eaten up by insurance premiums, could potentially add up to a fairly significant income stream in retirement. While many struggle to locate, consolidate and take advantage of theseread more
Geraldine Wenham
March 26th, 2019We could not recommend Paul enough, his service and communication was outstanding which is very rare to find. He was always there to answer my calls, and inquiries were resolved quickly. Also other people we were dealing with throughout the purchase of our property commented on how involved Paul was as a financial adviser andread more
James Anatello
March 26th, 2019Many thanks Paul for a seamless experience! Your thorough explanation in simple terms for someone who didn’t understand many things was great and your patience with me through the process is highly commended. We had a time crunch and you went above and beyond to make sure we met it. Will be in contact inread more
Property Development Seminar – McKinley Plowman & Performance Property
March 20th, 2019Is property development part of your investment strategy? Whether you're currently in the property investment market, just getting started or still considering your next move, it's worthwhile considering development as an option in the market. Whatever the case, it pays to get all the information you can before jumping in - that's where our nextread more
Will the ATO be knocking on your door soon?
March 18th, 2019Unannounced visitors might be a bit of an inconvenience so some, but for businesses there’s no guest less welcome than the Australian Taxation Office (ATO). While the ATO tends to keep workplace visits to a minimum, and target those that they know are doing the wrong thing, new benchmarking data for small businesses means theyread more
Client Testimonial – Glenn Saunders
March 12th, 2019Thanks to Finance client Glenn Saunders for his recent feedback: We have a fantastic professional relationship with Paul Moran dating back many years now. He goes above and beyond to inform and guide us to achieve our financial goals; keeps us informed of not only current impact but future prospect and possibilities; and refers usread more
Claiming your UK State Pension
February 19th, 2019Have you been keeping an eye on the newspapers? Our Pensions team have been hard at work fielding queries from a number of UK immigrants, returned Aussie expats and others who have worked in the UK previously – all looking to top up their UK State Pension and set themselves up for an even moreread more
Debt Free is the New Black
January 31st, 2019Debt free is the new black Are you draped in post festive fiscal red? With January credit card statements having now arrived, you may be turning your thoughts to getting out of the red and embracing debt free black. It’s also likely that if you have lost post-festive battles against lingering high interest rate personalread more
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