Teaching Kids about Money

Learning about money should be a fun and positive experience. It’s important to use positive language around money and ensure you remove any fear or negativity (example: Money doesn’t grow on trees; Money is the root of all evil).

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Investor Behaviour – don’t listen to the noise!

Are you a high risk taker or do you prefer low risk options? Do your actions imitate your behaviour? Managing investor behaviour is my priority number one and its easier said than done!

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Improve your productivity in 2018

Emails, phone calls, meetings, school holidays there seems to be an endless stream of distractions nowadays. Business owners and managers are also aware of the constant distractions of staff, accounts and expenses, compliance and other things that add up to a normal busy day.

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CASH Flow Confidence

Do you earn over $120K pa and wonder where your money goes? Do you have minimal savings, use credit cards often and find another year has gone by and you have nothing decent to show for your money (by decent I mean property, savings and investments not shoes, clothes and cars!)?

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Four reasons to review your estate plan

Estate planning is a complex topic and whilst we are not qualified legal practitioners, we often discuss this area with our clients and strongly recommend you meet with a specialist estate planning solicitor.

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