We all have financial goals – whether it’s security in retirement, a long awaited overseas trip, saving for your child’s education, investing in property or buying a car. Yet we know that having financial goals is one thing – and that achieving them can be quite another.

investment

Our specialist investment team can help you identify your goals and assist you to implement achievable, understandable and cost-effective ways to make them a reality. Through our commitment to our clients and use of leading edge technology we provide you with real solutions that will assist you both now and into the future.

Investment Services
Superannuation Advice
Securities
Investment Portfolio Management
Risk Insurance Advice
Retirement Planning
Business Financial Planning
Social Security Advice
Latest Investment Articles
Casual Employment CEIS – Poole Group

Changes to casual employment & the new CEIS
17 June, 2021

Under recent changes to the Fair Work Act, workplace entitlements and obligations for casual employees have a …
TAX SAVING STRATEGIES

3 Tax saving strategies to consider for the 2021 f …
15 June, 2021

Before the end of the year closes, we wanted to provide you with 3 tax saving strategies we would encourage yo …
FHSS

Saving tax using the First home super saver scheme …
9 June, 2021

Do you want to buy your first home and save on tax at the same time? If yes, then you need to keep reading abo …
Accessing myGov

Have you setup your MyGov Account?
27 April, 2021

Did you know you can access a large amount of your government information via MyGov? When setting your MyGov …
Contact our Investment Specialist