Meet Our Team
The Team

Shane
Director & Adviser
Profile

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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Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.
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Defining Your Retirement Readiness
Deciding to retire is rarely a single "eureka" moment. While your bank balance provides the foundation, being truly ready is just as much about your headspace and your daily routine as it is about your superannuation. In our latest piece, “Defining Your Retirement Readiness”, we look beyond the "magic number" to help you evaluate the emotional and practical shifts that make for a confident transition. It’s about ensuring your next chapter is as rewarding as the one you’re closing.
Financial Calendar from Roses to Tax Time
By mid‑February the roses are wilted, the chocolates are gone and the Valentine’s charges are sitting stubbornly in your banking app alongside higher groceries, power and mortgage repayments. Instead of feeling guilty about one night out, this is the perfect moment to sketch a simple 2026 money calendar that actually fits real life in Australia – school terms, rate changes, Black Friday sales, tax time and Christmas – so you make a few well‑timed moves across the year that leave you feeling more in control and less blindsided by the next big bill.
From “AI Bowl” to AI Bubble
The 2026 Super Bowl was more “AI Bowl” than football: 23% of ads – 15 of 66 spots – featured AI, from OpenAI and Anthropic to Google and Meta, at USD 8–10 million per 30 seconds. This blitz, where rivals jabbed at each other amid USD 2.52 trillion global AI forecasts, spotlights a boom with bubble edges. This is the perfect timing for Australian investors to rethink how much of their portfolio rides on one hot theme.
Strengthening Your Position for 2026
With the first RBA meeting of the year just around the corner on 3 February, there is plenty of speculation regarding interest rate paths. However, the most successful investors and households don't spend their energy trying to predict the unpredictable. Instead, they focus on resilience. This means structuring their finances so that they remain in a position of strength, regardless of what the headlines say.

