It can be daunting trying to make investment decisions. Our approach to investment ensures that financial advice is highly accessible and you don’t feel rushed when making decisions on complex financial issues.
Families have a unique opportunity to take a strategic approach to wealth management and wealth transfer via aged care planning and estate planning. We can help to guide you through a process of family meetings and discussions to develop a plan to support your family goals.
Join our very own Sharon Coleman, Aged Care Accountant and Aged Care specialist and Kerri Welsh our Estate Planning specialist as they tour the local Aged Care Facilities. To book your ticket contact our office on 07 5437 9900. ... See MoreSee Less
In a matter of days, the Trustees noticed that $18,000.00 had been deposited into their SMSF’s bank account, and they contacted the scammer on the number provided to report this over payment. The scammer provided details for the Trustees to transfer the $18,000.00 back to them and the Trustees obliged. The scammer then contact the bank and have the original $18,000.00 deposit reversed, essentially leaving the Trustees $18,000.00 out of pocket. To find out more, click on our blog below.
Our very own Sharon Coleman will be hosting one of the workshops. A great expo with over 60 exhibits and a wide range of free informative workshops. Come down us see us, we are proud to be one of the platinum sponsors. ... See MoreSee Less