Tailored Financial & Business Advice
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What We Do
Tailored Financial Advice
We are financial advisors with high level experience to guide you through good times and bad and we're passionate about producing the best possible outcome for YOU. Our flat fee approach is totally transparent; there are never any hidden fees when you work with us. We ask the right questions to understand your aspirations and create a strategy that’s unique to you and your life.
Business Strategy & Advice
With over 30 years experience, we can help you improve the way your business operates. We help business owners identify and monitor key aspects of their organization. For those with employees, we can improve team engagement and performance. We help deliver better financial results more efficiently, allowing you more time to focus on scaling your business.
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Given the share market falls of last week I wanted to let you know my thoughts. Waiting until today has provided an opportunity to see early trading here in Australia and overseas for this week.
At the moment, the share markets indicate that expectations are too high.
In the US, markets have enjoyed an outstanding run. It has been fueled by generous support from the Reserve Bank and a technology boom.
There will be extensive media coverage on the budget so my focus is on those aspects most relevant to my clients.
The Australian housing market is still grabbing plenty of attention. Whether it's affordability for the younger generation, the need for parents to help with funding, oversupply of Melbourne apartments, the strong growth in values over previous years, a tightening of bank lending standards, or the threat of rising interest rates, there is plenty to discuss.
It seems that the number of media articles referring to financial bubbles is increasing at a rate that is in bubble territory itself! Bitcoin is leading the way and so much so that commentary is quickly out of date.
Are we about to repeat the mistakes of the past? Pre and early stages of the GFC we saw many ads for high interest rate products.
An aspiration I see among many of my clients is buying a holiday house near the beach. Having done this myself and helped many people through the process it’s something I am passionate about and really enjoy doing.
You know that your business and personal costs are both rising and you need more business revenue and profit to fund these. It can seem harder to gain more clients with so many people setting up business and competing. Consumers have so much choice.
This is a question I am often asked by my clients. The next question is usually; do you think the Aussie dollar will rise/fall against the Euro/US dollar?
It’s one of those seemingly simple questions, but the answer is so difficult.
So there you are, you’re 20-something child has just landed their first job. Congratulations! You must be so proud. What’s next? They get a credit card of course.