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Magnifying glass focusing on an Australian banknote – Financial advice on scrutinising investments and making informed financial decisions.

Legislative change: Checked your super lately?


The Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019, received assent on 14th March 2019 and the legislative changes contained therein will take effect from 1st July 2019.

Here are some of the key changes that you may be affected by:

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Downsize your home & Upsize your super


It’s the great Australian dream to own your own home. Whilst in our younger years, when it comes to buying (or upsizing) our homes, it can be seductive to “keep up with the Joneses”. Later in life, it can be just as alluring to downsize them. Lowered costs of electricity, insurances. Less maintenance. More time to go out and travel and live out your retirement dreams.

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Yoga: Teaching you how to Invest

True Wealth is not just having money in the bank, it’s an inner condition of wellbeing. It’s about your financial health, your personal growth, your life and love, your passions. Your health is also your wealth.

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The Seven Faces of Valued Advice

What is the value of great advice?

For advisers who have perceived their value to clients as the ability to deliver positive returns year after year or be accurate forecasters of markets, they will be finding it hard to enunciate their value proposition in this complex age we live in.