Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want
it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?
Planning for life and its ups and downs is the first step. The first of our four-part The Woman Series, here’s what we covered:
Receive award-winning information from Shannon Smit, financial adviser and winner of Women
In Finance Financial Adviser of The Year 2021
and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite
you to join our free webinar series and take control of your finances, regardless of your age or financial position.
Don’t let it crumble from underneath you
It’s nearly BAS time again - tips to make BAS processing easier
BAS time seems to come around quicker and quicker! Here are some tips to try and make it a little easier!
With June 30 quickly approaching we are pleased to provide our year end checklists and questionnaires to help you get organised.
