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The Team

Diego
Director, Senior Accountant, Mortgage Broker and Financial Planner
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Teresa
Office Manager
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Sonia
Self Managed Superfund Specialist
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Shahn
Wealth Management Assistant
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Sophia
Wealth Management Assistant
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Jane
Accounting Clerk
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Madi
Receptionist
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Useful Resources
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Talking to Your Family About Your Will
It's one of those difficult chats we often put off, but talking to your family about your will and estate plan is one of the most important things you can do. It's not about being morbid; it's about being responsible. Having this discussion can prevent future misunderstandings, reduce family conflict, and ensure your wishes are known and respected.

Imparting Financial Habits to Your Children
Teaching children about money is one of the most valuable lessons a parent can offer. It goes far beyond simply giving them pocket money; it’s about shaping their mindset for a financially secure future. By instilling a few core habits early on, you can move beyond basic saving and start building the foundation of a true investor.

The Basics of the Australian Age Pension
The Age Pension is a vital source of income for many Australians in retirement, providing regular payments to help with living costs. Knowing the ins and outs of how it works can make a real and impactful difference to your financial wellbeing.

All About Debt Recycling
We're all looking for smart ways to get ahead financially. One strategy you might hear about is debt recycling. It sounds complex, but the fundamental idea is quite simple: you turn your 'bad' debt into 'good' debt. Let's break down what it is, how it works, and the things you need to watch out for.