partners for life
Posts Tagged ‘articles’
Securing the Next Generation’s Financial Future
April 21st, 2023You’ve worked hard, made smart financial decisions, and are living comfortably on the wealth you’ve accumulated – but what about the next generation? For many of us, a primary motivator behind growing and securing wealth is looking after our family, so that even after we’re gone, they have a secure financial future to look forwardread more
Reviewing Your Marketing Strategy
April 13th, 2023Is your current marketing strategy working for you? If you don't know or can't tell, then it probably isn't... As we approach 1 July, it's time for business owners to look ahead and plan for growth and change. So, what better time to review your marketing strategy and see where you can improve the faceread more
Is Your Fixed Rate Loan About to Mature?
April 6th, 2023You would have to be living under a rock to miss the news about the RBA’s cash rate increases since May 2022, where we’ve seen it lifted from 0.10% to 3.60% with lenders following suit with interest rate hikes of their own. Throughout this time, many homeowners have been shielded from these rate increases whereread more
The Benefits of Tax Planning for Your Bottom Line
March 29th, 2023Tax Planning season is here! With 30 June fast approaching, now is the time to consider tax planning for your business. They say that if you fail to prepare, prepare to fail – or in this case, prepare to potentially deal with a hefty tax bill and disrupted cash flow! Getting a clear picture ofread more
WA Property Market Update – March 2023
March 24th, 2023Wouldn’t you just know it – as if the lasting impact of the COVID pandemic on the economy wasn’t disruptive enough, another layer has been added. Recent events in the US banking sector have amplified prevailing uncertainty and brought about accelerated change here in Australia. As with other disruptive factors such as interest rate risesread more
Cyclone Ellie Flood Recovery Assistance Programs
March 16th, 2023When natural disasters wreak havoc on the natural landscape, particularly where cyclones and other extreme weather events are concerned, the immediate visual impact can be striking. Buildings without roofs, flooded homes and locals kayaking down the main street are typically what we associate with the aftermath of these events. What is sometimes forgotten, though, areread more
WA Property Market Update – February 2023
February 22nd, 2023Unless you’ve been living under a rock, you’ll be well aware of the continued rate rises from the Reserve Bank throughout 2022 and into 2023. While this is expected to happen at least a few more times over this year, many commentators suggest that it’ll subside after a few months. Once it does, we mayread more
The Importance of a Long-Term Investment Perspective
February 17th, 2023As a member of a super fund or an investor, you may have seen some significant events in the past few years that have disrupted global markets, such as COVID-19, decade high inflation and interest rate rises. These events can make you feel uncertain about your investments and financial position. While it is understandable toread more
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today