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Are you ready to retire? Are you in the workforce, hoping to retire in the years ahead, wondering how you'll have enough to do it comfortably? Have you recently come into some money? Whatever your reasons for getting in touch, we'd be delighted to help you invest your wealth wisely and plan for the future. We always take the time to really listen, to appreciate your circumstances and your goals. We always take the time to make sure you clearly understand everything we discuss. We always put you first.

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Blog

Managing Big Life Changes

Posted by Milton on Jul 19, 2016
You’ve probably heard the saying ‘change is as good as a holiday’. And sure, in some situations, altering your circumstances can be refreshing. But not...

Your life is shaped by decisions you make.

Posted by Milton on Jul 13, 2016
The decisions leading up to retirement are particularly complex. Having a good decision making process is essential so that you can consider your...

Super Shake Up On The Way

Posted by Milton on Jun 29, 2016
Retirement planning just became more complex after the government gave superannuation a surprisingly extensive shake-up in the May budget. Subject to...

WOMEN & FINANCE SERIES – PART 3: ARE WOMEN SMARTER INVESTORS THAN MEN?

Posted by Milton on May 26, 2016
Men are the best investors. Or so Hollywood tells us. “Greed is good,” Michael Douglas’ Gordon Gekko famously announced in Wall Street, immortalising...

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What’s your vision for 2020?

Posted by Milton on Jan 8, 2020

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Superannuation Merry-Go-Round

Posted by Milton on Sep 3, 2018

The Australian Financial Review today 03/09/2018 has reported that the Industry Funds are essentially becoming banks by lending money to the business...

Home Ownership – The fourth pillar of retirement

Posted by Milton on Jul 14, 2017

In Australia we have a three-pillar retirement system: 1)     The government Age Pension 2)     Compulsory Employer...

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