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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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Chantel
Accounting Clerk
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Jane
Accounting Clerk
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Madi
Receptionist
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Making a Difference in Your Community
As we approach the end of the year, many of us reflect on how we can contribute to our communities and make the world a bit better. The festive season reminds us of the joy of giving, not just to our loved ones, but to those in need. Let's explore how you can make a meaningful difference through philanthropy and charitable giving.
Festive Cheer Without Financial Fear
As the holiday season approaches, it’s easy to get swept up in the festivities and the urge to splurge on gifts, decorations, and celebrations. However, this time of year can also bring about financial stress if we’re not careful. The key to enjoying a joyful holiday while safeguarding your financial future lies in finding the right balance between indulgence and prudence. Here are some practical strategies to help you navigate holiday spending without jeopardising your long-term financial goals.
Making the Most of Your Year-End Bonus
As the year draws to a close, many fortunate Australians look forward to receiving their year-end bonus. While it's tempting to splurge on a luxury item or a holiday, your bonus presents a golden opportunity to boost your financial health and build long-term wealth. Here are some savvy strategies to make the most of this windfall.
Debts and Cash Flow: Why Your Paycheck Might Be Fooling You
Imagine landing that dream job with a hefty salary, but somehow, you're still living paycheck to paycheck. Sound familiar? You're not alone. Many Australians are caught in a financial illusion, mistaking a high income for true wealth. Let's pull back the curtain on this money mirage and explore why your bank balance might not be telling the whole story.