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Welcome to 2018!

We hope that this year is filled with happiness and success!

We kick off our first newsletter for 2018 with a guide to help you make most of your financial opportunities this year. And, we provide some simple but handy tips for saving for those dream holidays.

We have included a financial checklist to help you kick-start 2018. Robin Bowerman, from Vanguard, provides an interesting insight into the topic of trust.

Our final article looks at the events that may trigger a need to review your estate plan.

If you have any questions about any articles in this newsletter please contact us on 1300 667 529 or email .

Kind regards,

Ash Thadani

Make this year a financially healthy one

Another year is over - how was it for you? Did you achieve everything you’d hoped?

Are you better or worse off financially than you were this time last year?


Holidays without financial baggage

We all need something to look forward to and for many members of Generation X the lure of discount airfares and package deals are irresistible; others have luxury holidays high on the agenda.

And why not? We all love a holiday and what’s more, happiness, apparently, is not just in the holiday itself, but in the planning of it too.

Read more >> 

New Year Financial Checklist

As we welcome 2018 and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the coming year and our aspirations for the future.


Who can investors trust?

Trust can be tested in many ways.

Consider this situation. You are sitting at a conference with 1000 or so industry colleagues – effectively professional strangers – and you are asked to unlock your mobile phone and hand it to the person sitting next to you. They have 30 seconds to do whatever they like with it...


Is your will still relevant?

Many of our best laid plans rarely follow through exactly as we might have hoped. However, it’s another story when it comes to planning for what happens after we’ve left this planet. Our ideas about who will benefit from our estate could potentially change often during our lifetime.