How you could keep dementia at bay

Given the high prevalence of dementia in Australia we all want to do whatever we can to reduce or at least slow down the affects, right? Well it could be as easy as staying mentally, physically and socially active as well as eating well and regularly checking our blood pressure and cholesterol.

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Confidence is the elixir of life

Did you know that only 5 out of 10 people who have never had a financial adviser feel financially secure? Yet 8 out of 10 who DO have a financial adviser feel financially secure. So working with a professional, can help you feel more financially secure. Makes sense.

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Identify scams and stay safe!!

A 2016 report from the Australian Competition and Consumer Commission titled Targeting scams: Report of the ACCC on scams activity 2015 found that individuals over the age of 45 accounted for 70 per cent of total losses from scams.

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Market Wrap – February

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please call us to discuss any points which you find of interest!     Off to a good start Share markets started the year positively, with global shares in hedged terms...

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Create a great financial new year

New Year’s resolutions are easy to make but often hard to keep. But there are real benefits to making financial resolutions. Here are some helpful suggestions to get you started.

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Is that a Will or a maybe?

Did you know that of every 10 Wills that are contested, 7 are overturned? Wills, estates, beneficiaries – it can all get messy! This article and video has some interesting information on estate planning, take a look.

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We know it can be difficult to find a financial planner you trust, which is why we are proud that our clients recommend us so highly!

Check out our Client testimonials page by clicking HERE to see what some of our existing clients have to say!