Are you facing separation or divorce?
Why would you need us? “I was scared, concerned and worried about what to do next” When a divorce happens, it has a devastating effect on all areas of a…
Budget Newsletter 2017
With changes in previous budgets around pre and post retirees and focus on small business, the budget this year appears less likely to significantly impact retirement planning. It is important…
30 Strategies to Help You Before the 30th June
Here are 30 ways to maximise your benefits before the end of the financial year. With only a minimal time left to the end of financial year, it is time…
Choosing your ideal accommodation in retirement
Choosing your ideal accommodation in retirement is not just about finding the right location and environment. With longer life expectancies and the importance of a fulfilling lifestyle, retirees need to…
Snap- The ATO are watching you… Closely
Back in 2013 and again in 2015 we wrote an article regarding the ATO data matching program. In this article we look at the current activities the ATO are doing…
January 2017 Newsletter
In this newsletter learn how successful people achieve their goals in 2017 and the 10 items that will disappear in our lifetime. Regards, Roy A. McDonald and the team.
Six Actions to Stay Laser Focused in 2017
What would you like to accomplish in the new year 2017? For some people, their dream of owning their own home, getting out of debt or travelling abroad, hasn’t even…
Attention Business Owners- Do you have an ATO debt?
Do you need to pay off your ATO debt? Did you know the interest related to the borrowings may be tax deductable. We had a recent influx of new clients…
Save up to 40% on your income protection
Are you paying too much for your income protection insurance?
2016 Tax Planning
4 Important Strategies Before the 30th June Tax Deadline. With the 30th June fast approaching, its time to get your tax affairs in order. We have provided tax planning articles in 2014…
