March 25, 2020

Positive initiatives to assist small business

Over the past few days there have been a range of positive initiatives announced by government, semi-government and the banking institutions to support small businesses, their […]
March 18, 2020

Small business response to COVID-19 – we’re all in this together

Whatever our response to COVID-19, everyone’s primary concern should be the welfare of themselves, their families, their employees and the wider community. As we know we’re […]
March 2, 2020

Coronavirus and your money. Navigating the course between fear and greed.

Last week’s stock market falls provide evidence of significant uncertainty regarding the economic impact to business and global economies the virus may be having. That is […]
December 13, 2019

Q & A with Michael Houlihan

Michael Houlihan is a Strategic Wealth Services Director and Head of Superannuation. He’s also a Director and the Victorian Community Chair of the Self Managed Super […]
December 13, 2019

Calming your financial fears

Will I be OK financially, will I have enough to be secure and achieve my aspirations, or will my money run out?…Am I making the most […]
May 22, 2019

Partnering with you – James Stephen

We recently introduced you to one of our valued clients, Colin Hyett of Colin Hyett Design. This time we turn our focus to one of our […]
May 22, 2019

Making your future health care wishes known

What would happen if you couldn’t make decisions about your personal health care? Who would make the decisions for you? What care would you want? How […]
May 22, 2019

Franking credit refunds – what’s all the fuss?

Two things we learned from the Federal election outcome – one, don’t rely on opinion polls and two, don’t under-estimate the voting power of retirees. One […]
May 22, 2019

What the return of a Coalition Government means for you

The Federal election outcome took most people by surprise. What does the return of a Coalition Government mean for you, particularly with regard to taxation, superannuation […]