Dialogue Financial Management

02/09/2026

A warm smile is the universal language

01/09/2026

If you’re unsure how the CGT changes

31/08/2026

"Putting healthspan at the heart of your plan"

There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer living conditions and better healthcare have given many of us more time than our grandparents could have imagined. But alongside that good news is a quieter reality that....

25/08/2026

Surround yourself with people who are only going

24/08/2026

"Discretionary trusts: What the proposed changes mean"

Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July 2028, with the Federal Government planning to introduce a 30 per cent minimum tax on discretionary trust income and reduce some of the t...

19/08/2026

Success isn’t about the end result

18/08/2026

A financial adviser can help with:

17/08/2026

"Life moves fast. Is your insurance up to speed"

Life moves fast. Is your insurance up to speed? Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on your insurance needs. Yet insurance is often one of those financial arrangements that gets filed away and forgo...

12/08/2026

Follow effective action with quiet reflection

11/08/2026

Know your “enough” number