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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

2015: A YEAR OF FIRE & ICE

Posted by Milton on Jan 20, 2016
2015 was a year of nail-biting volatility on global markets, geopolitical upheaval and glacial progress on the economic front. The New Year’s festivities...

How To Handle a Mortgage Rate Rise

Filed under:Financial planning
Posted by Milton on Jan 19, 2016
"After a period of historically low interest rates, the big four banks have begun to increase their standard variable home lending rates." Hands up if a...

Cast Your Financial Safety Net

Posted by Milton on Jan 19, 2016
New Year is traditionally the season of fresh starts and personal resolutions. Along with diet and exercise, getting ahead financially makes it onto many wish...

WIN THE INVESTMENT RACE

Posted by Milton on Dec 7, 2015
It’s been a volatile time on global investment markets, as shares and other assets are knocked about. At times like these it’s little wonder that more...

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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...

Super gets a makeover again

Posted by Milton on Oct 13, 2016

Just when those saving for retirement thought the rules couldn’t get any more complex, the Turnbull Government has revised some of...

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