We have moved! We are now located at Level 5, SAP House, 224 Bunda Street, Canberra City. Due to construction work in the foyer of our building, please enter via the flyover walkway entrance from Level 1 in the target carpark next to our building. We look forward to seei ...

On March 23rd we running a webinar " How to determine the Value of your Business? What is is now and what do you need it to be in the future (Your Business Value Gap)" Click the link to get your tickets today, bit.ly/3sJIYrL

The 2021 Federal Budget has been released, but what does it mean for you? Our team has worked through the night to bring you this overview. Download it now. - bit.ly/3eEnqIJ #budget21

If you’re thinking about returning to work after retirement, there are rules about super you may need to be aware of depending on your circumstances. Read more in our #tbt post here bit.ly/2NN9Plx #superannuation #retirement

COVID19 has brought a changed reality to many parts of our daily lives, travel, public health and the nature of work. Checkout our blog on "How COVID-19 has changed work related expenses" bit.ly/3iJMkaE

Is money the key to happiness? Find out in this #tbt post of ours. Research studies agree that having more money can lead to improved well being, but only up to a point. Here are four spending tips to replace retail therapy and get a better quality of life ...

A Managed Fund allows you to pool your money with a group of investors. This means you can tap into much wider opportunities (such as infrastructure or overseas markets) that would be out of reach as an individual investor. Read more in #TBT below. #managedfunds #WealthMana ...

We have a series of fresh updates on our websites relating to the ACT lockdown. While working from home, we will provide updates as they come to hand. This is the first in this series of COVID updates bit.ly/3CYjXz2 #canberracovid #nswcovid19

What should your business be focussing on during COVID lockdowns? We’ve broken down the 3 key components required to safeguard your business during this time. Know more about how to safeguard your business here #canberracovid #nswcovid bit.ly/3iXwpXT

The past financial year saw a spectacular rebound in returns for investors as the focus shifted from the recession to recovery against a backdrop of policy stimulus and vaccines. While there is a risk of a short-term correction in shares, and returns are likely to slow from t ...

When it comes to finance, everyone has the same goal; to be financially well-off. But getting to a space of financial comfort is a long journey. We may also need the help of financial advisors who can help us formulate strategies. Do you think you need help?

Did you know that about 435,000 new investors bought stocks for the first time last year? However, despite the rise, finfluencers are regarded as a murky territory due to the laws revolving around unlicensed financial advice.

*drum rolls* A little while ago, we again agreed to be one of the GOLD Sponsors for the ACT Chief Ministers Export Awards for 2021. With year end and now COVID, it just slipped under the radar.😱 But we are very happy to be on board again for this fantastic event.

With the rise in popularity of cryptocurrencies in the past few years, the ATO has been working hard and has updated its advice about how profits from cryptocurrencies will be taxed. Check out our blog on ‘Cryptocurrency & Tax Considerations’ at bit.ly/2WFLjtf

Life insurance protects your family and lets you leave them a non-taxable amount at the time of death. The least you could do is keep them safe with minimal amount of money even when you're not there. So, have you got your life insurance yet?

The bad news about COVID-19 never ends. In all such chaos, we need to remember that there always remains light at the end of the tunnel. And with this note, let’s have a look on 5 reasons to be optimistic during this pandemic. Visit bit.ly/2VAcpS2 to know more about it!

Last call! Join our director Melissa Healy as she breaks down everything you need to know about Using a Family Trust to build wealth outside of Super. Register for the event at bit.ly/3hnIEM7

Hard times are a part of life, but what gets us through them is unique to all of us. Day by day, we get stronger and more resilient and that’s what gets us through the hard times.

Creating a Succession Plan is usually at the bottom of a business owners list, however let us change your mind in this #tbt bit.ly/2Fqrj4R

#tbt Creating a Business Succession Plan is usually at the bottom of an owners list. As confronting as it may be, in life and in business, it’s important to be prepared for the unthinkable. Do you have a plan? bit.ly/3aHojwR