Latest News


  • Scam

    More scams going around

    bank details and opening themselves up to losing thousands of dollars. This is devastating for anyone who realises they have been scammed, especially at this time of year. They call you up at home and tell you not to tell anyone about this as you have been especially chosen for this cheap holiday and... Read more »
  • Centrelink_1

    Changes to the Centrelink Pension Asset Test

    Call us today on 1800 818 933 if you are concerned!

    On 1 January 2017, there will be changes to the assets test we use to calculate pensions. The rebalance of the assets test may affect your payment.     Read more »
  • P26_shutterstock_59571229

    Aged Care And The Value Of Financial Advice

    Sean Howard looks at the complexities of aged care costs and the substantial financial benefits that can be achieved with expert advice.

      Advising on aged care can be challenging. The costs associated with aged care facilities are complex and can vary significantly depending on a person’s circumstances. Moving into an aged care facility can also have a significant impact on social security benefits. Negative outcomes can often result when decisions are made without seeking advice. ... Read more »

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    Association of Financial Advisers (AFA)
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    Committee for Economic Development of Australia
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    Financial Services Accountants Association
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    Australasian Legal Information Institute
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    The Association of Superannuation Funds of Australia Limited
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