Financial Planning
Super and tax – what’s changing on 1 July 2024 Here’s a quick rundown of the latest law changes.
6 June
They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of financial year, the rules around superannuation and taxation will inevitably change. It can be...[Read More]
Incredible milestone: Our client’s $1 million claim is in progress
4 April
As a financial advisor, I've had the privilege of witnessing first-hand the transformative power of understanding and maximizing insurance benefits in the lives of my clients. Take John, for example, a 45-year-old plumber who has been with us for...[Read More]
Learning from Princess Kate Middleton’s Battle with Cancer
4 April
Princess Kate Middleton's recent battle with cancer serves as a poignant reminder of life's unpredictable nature and the vital importance of preparation. As a financial advising firm, we strongly advocate for prioritizing insurance coverage as a...[Read More]
Claims for Leading Advice clients
1 June
Last month we unfortunately (or fortunately) initiated several claims for our clients. Luckily for them they received good advice from one of our advisers and had the cover in place. 1. TPD own occupation - Male, Plumber, age -...[Read More]
5 Ways to Live Your Best Life After Retirement
26 January
Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]