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27/07/2026

The First Home Super Saver Scheme can be a valuable strategy to help you save for your first home deposit. General advice only.

21/07/2026

In my recent presentation to young Doctors we discussed the Basics of Investing and why timeframe is the most important factor.

General advice only.

Last week I had the opportunity to sponsor and present at JMO Victoria Victorian Prevocational Summit to many young doct...
19/07/2026

Last week I had the opportunity to sponsor and present at JMO Victoria Victorian Prevocational Summit to many young doctors and medical professionals.

The topics included:

* Understanding your personal Cashflow

* Tax effective strategies as your income grows (including salary packaging specifically for hospital staff)

* Basics of Investing

* HECS/HELP Debt

* Life Insurances & Income Protection (including which providers are best for doctors and how to understand TPD claims)

* Buying a home versus ‘rent-vesting’ (particularly given many young doctors have many years of working different areas)

* First Home Super Saver Scheme

If you are a young doctor (or professional) interested to learn more you can watch a recording on Youtube at: https://www.youtube.com/watch?v=GcL7b012VvE

General advice only.

24/06/2026

New Residental Investment Property loans have been banned in SMSFs. But the news isn't all bad for investors, find out why...

12/06/2026

This video explains the 3 Steps to determine how much do put into super before the end of financial year.

General advice only.

We know that people put off setting up their Life Insurances because of the perceived costs. But, as an Adviser who has ...
28/05/2026

We know that people put off setting up their Life Insurances because of the perceived costs.

But, as an Adviser who has helped clients with many claims, this is one of the most important parts of our job and people's financial plans.

Fortunately, if cashflow is tight, you can pay for most insurances via your super.

If cashflow is tight, it is even more important to get insurances in place so that you are protected if you are unable to work...

A milestone to celebrate! Thank you to all the clients who took the time to leave such nice reviews. Looking forward to ...
24/05/2026

A milestone to celebrate! Thank you to all the clients who took the time to leave such nice reviews. Looking forward to the next 50!

13/05/2026

Here are some of my early thoughts on strategies post budget. Of course they need to still pasa parliament and this advice is general in nature. Looking for personalised advice? No worries, book in a call with a Financial Planner like myself to get started.

12/05/2026

When thinking about purchasing new investments, Financial Advice becomes more important given the new CGT and negative gearing changes. General advice only. It's worth noting they need to pasa parliament first and the finer details aren't completely ironed out yet.

12/05/2026

Here is the news around CGT, Negative Gearing & Trust changes for Existing Investments. This is general advice only and subject to change as we find out more of the specific detail - but I wanted to get this out to you ASAP. Consult with a Financial Planner.

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