Client Investment Seminars – May 2025 In May, we hosted our latest Client Seminars in Sydney, Melbourne, and Rockhampton, bringing together clients for timely updates on the current investment landscape and insights into our partnership with JANA. All three...
June 2025 Insights With the federal election now behind us and another financial year drawing to a close, it’s the perfect time to reflect on all you’ve achieved over the past 12 months and prepare for a fresh start in the financial year ahead. During May, while...
Understanding jointly owned property and aged care fees How does a jointly owned property affect aged care fees? Julie contacted us because her mother needed to enter residential aged care. They jointly own a property and recently found out there’s no exemption...
Explainer – How do bonds work? Unlike shares, bonds are not usually the flashy upstarts of the investment world, with every move reported in the media. But the Trump Administration’s extraordinary reshaping of global trade—marked by on-again, off-again tariffs...
5 steps towards a ‘financially fit’ retirement By Gabriel Fernandes Senior Financial Adviser Gabriel is a seasoned financial adviser, deeply committed to helping clients navigate their financial journeys with confidence. Retirement is one of life’s...
