Author Archives: Cindy Schultz
Why is it Beneficial to Use a Financial Adviser?
3 July
There are several benefits to using a financial adviser, including: Developing a comprehensive financial plan: A financial adviser can help you create a personalized plan that takes into account your current financial situation, goals, and risk...[Read More]
What are the Benefits of Your Financial Adviser Working Closely with Your Accountant?
5 June
There are several benefits to having your financial adviser work closely with your accountant, including: Tax efficiency: Your accountant can provide your financial adviser with information about your tax situation, such as your income,...[Read More]
What does a modern financial advice practice look like?
1 May
A modern financial advice practice may have the following characteristics: Client-centric approach: Modern financial advice practices put the needs and goals of their clients at the centre of their services. They strive to understand their...[Read More]
How Will The Superannuation Accumulation Tax Rate Change Affect You?
29 March
The Australian Government's decision to increase the accumulation tax rate to 30% for Superannuation balances over $3 million has several implications, both for individuals and the broader economy. Here are a few potential implications: Reduced...[Read More]
Welcome to a new way of communicating with you
28 October
Congratulations to our Victorian and Sydney based clients who are celebrating the end of lockdown! As a Melbourne based business, we thank you for your continued support. We're thrilled that we're able to seamlessly provide our advice, service and...[Read More]