Simple steps to reach achievable goals

Simple steps to reach achievable goals

As financial advisers one of the most common mistakes we see with our clients is poor planning.If you fail to plan, you plan to fail.Below are some simple steps to assist with planning to achieve your goals.Identify what the goal is Over a few days think about what it...
Prepare! Prepare! Prepare!

Prepare! Prepare! Prepare!

When seeing any professional it is important to be time efficient especially if you are paying for their time. A way to save time and get the right advice is often about asking the right questions. Being prepared for your appointment with your accountant or adviser...
How Many Properties Do You Have?

How Many Properties Do You Have?

Our client, Craig, is excited! He has two (2) Investment Properties being built with FAA Property approved Builders!Craig met with Peter who identified what Craig’s retirement plans & goals were and started Craig on a journey to achieve them.Now Craig has one...
Can You Salary Package Financial Adviser Fees?

Can You Salary Package Financial Adviser Fees?

People often ask if they are eligible to salary package financial adviser fees?If you have an appointment or discussion with a registered Financial Adviser regarding your finances or investment matters, you may be eligible to salary package the fees incurred from...
Business Resources

Business Resources

Starting a new business can seem like a good idea however unknown to many, there are many reporting obligations for businesses to be compliant. The ATO have developed a portal which provides business owners with many resources to be successful.Each heading has...