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.


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.

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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 …

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 …

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 …
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