Client success stories

Olivia is a good saver, she has built up equity in home but is just too busy running a small marketing business to focus on her personal health, wealth and happiness.

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Nick & Lauren were fortunate to receive an unexpected inheritance. They didn’t want to blow it or abuse their good fortune so they sought financial advice.

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With a rapidly growing business in its infancy, inadequately structured for growth and tax effectiveness, existing shareholder agreements incorrectly executed.

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Thoughts

We live in the day of instant gratification or nothing! But it might be time to have a think about why that is; because after all, blaming easy credit and same-day delivery only gets you so far.

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Thanks to a change in legislation, most working Australian’s can now claim a tax deduction for personal contributions to superannuation. This is really exciting for employed individuals as previously you could only add to super via employer contributions or salary sacrificed amounts.

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If someone asked you to picture technology changing (or rewiring) someone's brain, what would you see?  Chances are the first thing that you'd come up with would be sci-fi-style mind control beams.  Perhaps you would see robotic neurosurgeons at work (already a thing actually).  Or maybe cyborg like neural enhancements!

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