The Australian Taxation Office (ATO) is setting their sights on the large number of mistakes, errors and false claims made by rental property owners who use their own property for personal holidays.

Over the next few years, it intends to regain more than $1 billion in l...

The COMPULSORY insurance policy you didn’t know you needed!

Have you ever used a babysitter, housesitter, nanny, gardener, in-home carer or handyman?

Have you ever thought what would happen if they injured themselves in and around your home?

Most people assume their home...

Get advice!

A new report by Adviser Ratings estimates that just one in seven, or 14% of Australians receive the benefits of financial advice. Of those, the vast majority (75%) are over 45 years of age. This is despite the fact that one in two people were worried about t...

The Top 5 Myths of Insurance

(and how not to get caught in the hype)

#1 Myth – “Life insurance companies do not pay claims!”

This is probably the biggest life insurance myth and is not based on any evidence! Life insurance companies pay in excess of 97% of all claims mad...

"Aren’t I already covered through my super fund?"           

Naturally, you don’t want to pay too much now for something that you may not need until years in the future. This is especially the case when many people have super accounts which...

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...

What’s happening in Australia? 

• Economy – the Australian economy grew by 0.8 percent q/q (seasonally-adjusted) in the June quarter of 2017 and 2.0 percent y/y.

• Growth - was relatively broad-based with domestic final demand and net exports contributing strongly.

  ...