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Shane
Director & Adviser
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Nick
Director & Finance Specialist
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We have developed an extensive collection of guide series for clients. They comprise a unique collection of financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.
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Strategies to Multiply Superannuation Benefits for Couples
Building a comfortable retirement together takes more than just topping up your super each year. Couples who plan together and make the most of the rules can enjoy far greater financial security, and perhaps even a few more luxuries, down the track. Rather than simply aiming to even out your balances, it pays to look at the bigger picture and focus on what’s best for you as a team. In this article, you’ll find a mix of tried-and-true strategies, from straightforward contribution tweaks to more involved approaches, all updated for the latest financial years.

From Dreaming to Doing – Preparing for Your Meeting
You’ve done the hard work—clarified your goals, considered life’s uncertainties, and structured a plan. Now it’s time to take action by walking into your adviser meeting fully prepared with the insights and examples we've covered over the past three weeks.

Anticipate Life Changes – Building Flexible Plans
Life is messy, and your financial plan should be flexible enough to handle it. Career changes, relocations, and unexpected family milestones can all bring significant costs. Instead of aiming for a perfect 10-year plan, focus on one that adapts as life evolves.

Breaking It Down – How to Frame Your Goals Clearly
A dream without a plan is just a wish. Now that you've thought about your ideal life, it's time to structure your goals so your adviser - and you - can actually work toward them. Here's the key: not all goals are created equal. Some are urgent. Some are massive. Some are nice-to-haves. Understanding this will help you (and your adviser) prioritise.