Five Keys to a Great Retirement

Retirement can be a bit of a tricky subject sometimes as there are so many psychological elements to consider. How will you fill your days if you’re not working? Will you have enough money? What will be your purpose? These are the types of questions we visit regularly with our clients. So what can you […]

Benefits to Buying Commercial Property with Your SMSF

With over 600,000 SMSF in Australia today, one of the most common questions we’re asked is ‘Can we buy a property to live in with our Superannuation funds?’. It would appear to be a great idea on face value, but unfortunately this is not allowed and there are some considerable consequences for breaching the governing […]

Money Management Awards 2019

Phillip, Glenn and Andrew are in Sydney this week to celebrate Phillip being named as a finalist for both ‘Financial Planner of the Year’ and ‘Young Achiever of the Year’ at the 2019 Money Management Awards. An outstanding achievement given the quality of advisors around the country, but on this occasion unfortunately the award has […]