What to look for BEFORE you sign the insurance dotted line!

One thing that I find myself talking about to my clients lately is what’s the difference between having a Financial Planner sort out my insurance vs just going online to get it done. So I thought it was time fo...

The 2018 Federal Budget - what it means for you

On Tuesday 8 May 2018, the Treasurer released the Government’s 2018-19 Budget.

This year’s Budget has an emphasis on retirement planning and contains several important considerations which may affect both retirees and pre-r...

Have a happy and safe Easter!

Our office will be closed from Good Friday 30th March and reopen on Tuesday 3rd April 2018.

We wish you a safe and happy Easter! 

From Brad, Jess, Nikki, Vanessa and Lachy. 

Roger Montgomery captivates Baysiders once again!

We were delighted to...

Season’s Greetings!

Our office will be closed from Saturday 23rd December 2017 until Monday 8th January 2018. We wish you a safe and happy Christmas and prosperous New Year!

From Brad, Jess, Nikki, Vanessa and Lachy.

New technology gives Investment Zone the edge

Our new di...