How Sam and Jo Got Retirement-Ready - 10 Years Early
14 July 2025
A practical case study showing how forward planning helped this couple reduce tax, boost their super, and feel confident about stepping back sooner.
Selling the Investment Property - What Tracey and Perry Did Next
11 July 2025
A timely scenario showing how Liz helped Linda turn a property sale into a smarter retirement income strategy (and a major tax saving).
Protecting an Inheritance - And the Family’s Future
9 July 2025
A real-world example of how thoughtful estate planning helped one family prepare their legacy and reduce risks for the next generation.
The Stock Market is Volatile! What should we do?
3 February 2022
The ASX 200 has recently fallen as much as 11.5% from the high at the beginning of the year, to the low in late January.   With rising inflation, the likelihood of interest rates increasing, and a property boom, this decline has caused concern for many.But is it time to panic? Should you be re-assessing your exposure?The short answer i...
Property Market – What is going on?
17 November 2021
Housing prices are going up significantly. Sellers are rejoicing and buyers are being left behind. Will the craziness continue? Will there be an almighty crash?Think back to just a year and a half ago, March 2020. Covid had just hit the world and we were all in lockdown.  Predictions for the property market were dire, with economic havoc, j...

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