Read Latest News

The search for dividend yield in a low-growth environment

| Financial advice, Investments | No Comments

Investors have faced a low-growth environment with low yield for some time now and this does not appear to be changing anytime soon. Global economic activity is slowing notably, reflecting…

Estate planning

Understanding estate planning

| Estate Planning, Financial advice | No Comments

What is estate planning? If you’ve got people in your life who you love and want to take care of, it’s wise to build an estate plan. This plan, which…


How to budget for a baby

| Financial advice | No Comments

With a little bit of planning you should be able to successfully avoid having the joy of starting a family compromised by the financial burden of doing so. Based on…

What happens to my super when I die?

| Estate Planning, Financial advice | No Comments

You may not be aware that how and in what proportions your super is distributed can’t be covered in your will unless you’ve made the necessary arrangements with your super…

Tap money

From bartering to smartphones—how our money habits have evolved

| Financial advice | No Comments

Ever since King Alyattes of Lydia minted the first coin in 600BC, humanity’s relationship with money has been constantly evolving. Fast forward to more recent developments and mobile banking was…


Six cognitive biases that influence how we save, spend and invest money

| Financial advice | No Comments

We like to think we’re rational beings but the reality is that a lot of our daily behaviour is influenced by our subconscious. Behavioural scientists have looked at the way…


Is Buy Now Pay Later (BNPL) a better way to borrow?

| Financial advice | No Comments

In the 21st century era of digital transformation, being able to browse, choose and pay for our purchases anywhere, anytime has taken shopping to a whole new level. The way…


Five global themes that may impact your investment portfolio

| Financial advice, Investments | No Comments

It’s important for investors to be aware of some of the key global and economic environmental factors that may impact their investment portfolio.  Here we look at five global themes…


Investment strategies for your superannuation

| Investments, Self-Managed Superannuation Funds, Superannuation | No Comments

Your superannuation returns may be doing ok, but could they be better?  Being actively involved in how and where your superannuation is invested, could make a real difference to your…

What are the best investments for your retirement?

| Financial advice, Preparing For Retirement, Retirement | No Comments

In the simplest terms, investing your money means buying an asset with the expectation of earning returns from ownership of that asset. If you own an investment property, for example,…

How do Managed Funds work?

| Financial advice, Wealth Creation and Accumulation | No Comments

If you want to diversify your investment portfolio to spread your risk across different asset classes, sectors or geographic markets, you may be limited by the amount of money you…

Feel freedom after defeating debts

| Debt management, Financial advice | No Comments

If you’ve taken a look at your finances recently, you may have found yourself with a few debts.  While it’s possible to pay them off by simply keeping up your…

Get in touch

Mob: 0406 936 942

PO Box 812, Toowoomba, 4350

Email: [email protected]


No obligation initial appointment

book now