Black Swan Events – Short term crisis, Long term opportunity

Rare, unexpected events – known as Black Swans can have severe consequences in share markets. The chart attached here compares the COVID-19 reaction with other historical events showing their downturn and length of recovery. 4 Important features of our client’s...

Coronvirus & Stimulus information

We have put together some information for you regarding your options and information on the Stimulus Package being offered by the Government You can read a PDF document from Netwealth for more information Here or further links below from MLC: MLC Website. MLC Q&A...

Benefits of a CFO

A Chief Financial Officer’s (CEO) role has the responsibility of all things, yes, you guessed, related to money! In a company this usually means looking after finances, financial planning, risk management and financial reporting. If you are a small to medium size...

Stopping work and starting retirement

The end of your working life may be a huge adjustment on many levels, but none more than in the area of finance. It can be pretty hard to get used to not having your employer’s direct debit effortlessly going into your bank account each month, not to mention having...

Christmas New Year Office Closure

Our team will be finishing up for a well deserved holiday on Friday 20 December and then back to the grind on Monday 6 January. We would like to take this opportunity to wish you a happy and safe holiday period wherever you are and whatever you will be...

Benefits of working with us

As a team of professional advisors offering services to  business owners, investors and rural clients, we are outcomes oriented and value the strong relationships that we build with you. It is important that we get to know you and find out where you want to be. When...