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NEWS AND BLOGS

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Team

Introducing Penny Giofkou: Executive Asistant

Meet Penny, a dedicated wife and a loving mother to three teenagers. A true local, she has deep roots in the Bayside community, having spent her entire life here.

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News

Surprise Fall In October Inflation

In October, a surprising downturn in inflation was recorded, primarily attributed to diminishing clothing prices and a reduction in supermarket cost pressures.

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News

Vale Charlie Munger, Co-Chairman of Berkshire Hathaway

Charlie Munger, born on January 1, 1924 and passed away on 28 November 2023, is an American investor, businessman, and philanthropist widely recognised for his association with Berkshire Hathaway, one of the world's most successful conglomerates.

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Lending

Victorian Government and Greens Unite to Triple Land Tax on Vacant Homes

Unravel the intricacies of a groundbreaking agreement between the Allan government and the Greens, introducing a novel tax approach for unused properties.

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Wealth Creation

Four Insights from High Net Worth Investors

Explore the insights derived from dissecting the behaviors of affluent investors, gaining invaluable lessons that elevate your investment strategies.

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Investment

Why Fees Can Seriously Cramp Your Investment Style

Every investment you make comes with a price tag in the form of fees. If left unchecked, these fees can significantly erode the vitality of your investment portfolio.

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Lending

The One Thing You Cannot Overlook When Lending to Your Children

Explore the intricacies of familial financial matters amidst the intensifying legal conflicts stemming from property transactions, wills, and informal agreements.

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Cash Flow

A Financial Planner's Guide To Avoid Overspending At Christmas

As the holiday season approaches, the air is filled with joy and excitement. Christmas in Australia is a time for family gatherings, festive decorations, and, of course, gift-giving.

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Cash Flow

How Healthy Is Your Relationship With Money?

Exploring the dynamics of our financial attitudes and behaviours is crucial to understanding our relationship with money.

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Lending

Should I Invest Or Pay Down My Mortgage?

The decision to pay down a mortgage or invest raises a nuanced question, contingent upon various factors.

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Team

Introducing Josh Pearce: Senior Advice Manager

Meet Josh, our seasoned Senior Advice Manager, wielding a wealth of expertise in financial guidance.

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Aged Care

Aged Care: Your Path to Financial Security 

Our journey through the world of aged care has provided valuable insights into the various aspects of planning for this critical phase of life.

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Bet365 CEO Denise Coates' £260 Million Pay Package Sparks Controversy

In a stunning revelation, Bet365 CEO Denise Coates took home an astronomical pay package of over £260 million in the year leading up to March 2022, according to the company's latest accounts. This figure, while jaw-dropping, marks a significant drop from the record-breaking £471 million she received in 2020.

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5 FIXES FOR THE STRESS OF RUNNING A BUSINESS

Every working environment has the potential to creatbut when you’re running a business, the pressure can be intense. It is not uncommon that with this added pressure, as a business owner, you experience more stress. We sat down with Rachel Clements,who explains how you can fix it when running a business.

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TRANSITIONING INTO RETIREMENT

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BEING SENSIBLE WITH BUY NOW PAY LATER

Move over debit and credit cards; consumers are flocking to Buy Now Pay Later (BNPL) services.Financial technology companies such as Afterpay, ZipPay and several others  allow shoppers to take home their purchases now while paying them off through weekly, fortnightly or monthly payments.

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ABOUT US

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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