May 2026 Investment Forum Roadshow From 20 to 26 May, our team was on the road connecting with clients across Sydney, Rockhampton and Melbourne for our Client Investment Forum roadshow, including hosting our Rockhampton forum at a beautiful new venue. The sessions...
EOFY Checklist – 30 June 2026 By Fiona Slavin Manager, Paraplanning Fiona has worked in the financial planning industry since 2000, specialising in compliance, paraplanning and providing client advice. With the end of financial year fast approaching, now’s the...
Federal Budget 2026: The Tax Takeaway By Lisa Harris Manager, Tax and Accounting Lisa brings more than 25 years’ finance experience and is skilled in all areas of accounting but has a special interest in Self Managed Super Fund (SMSF) administration, business...
Federal Budget 2026: What You Need to Know Treasurer Jim Chalmers has framed the 2026 Federal Budget as “the most important and ambitious budget in decades”. “This Budget is about getting us through the global oil shock and taking pressure off Australians while...
Celebrating a new chapter On 4 March, we were delighted to welcome just over 50 clients and business partners to celebrate the official opening of our new Melbourne office in Camberwell. The evening marked an exciting milestone for our clients and team and represents...
The EOFY tasks that matter more than you think By Michael Duffy Senior Financial Adviser Michael brings over 20 years of financial planning experience, known for his client‑first approach and commitment to trusted, long‑term relationships. He values delivering...
