Supporting you through
uncertain times.

Introducing our new lending team

We’re pleased to share the exciting news that we can now offer our clients dedicated home loan and lending services.

Posted by Nick Stanley

Aged care fees increased from 1 November 2025

Implementation of the New Aged Care Act has been delayed until Nov 1 2025, giving families a short window to review their aged care strategy and save significant money on residential care costs.

Posted by Rebecca Poynton

Federal Budget 2025 – What it means for you

For most of our clients the cost-of-living announcements will be beneficial, while for the retirees receiving Centrelink pensions, the unfreezing of deeming rates is something to monitor.

Posted by Lee Wapling

Why trying to time the market doesn't pay

Timing the market is difficult and fraught with risk. Instead “time in the market” is the best approach for long-term investors who need consistent returns over different time horizons.

Posted by Jason Calleja

Making a difference with Dementia Australia

We’re proud to support Dementia Australia, the national peak body for people impacted by dementia. Their work is deeply aligned with our values of care, advocacy, and support for individuals and families navigating life’s complex stages.

Posted by Andrew Goh

Financial advice for divorce and separation

Navigating the end of a marriage or long-term relationship is one of the most stressful experience we can face in life and is a significant financial event for all parties involved, particularly for those with complex assets or business structures.

Posted by Darren Gulasekharam

How to help your kids buy their first home

Rising property prices, high borrowing costs, lack of affordable housing options, and cost of living pressures have made it harder for younger people to save a deposit and qualify for a loan.

Posted by Tim Gaspar