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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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Making Your Money Work Harder After the Rate Cut
The Reserve Bank of Australia (RBA) has made a significant move by cutting interest rates for the first time in over four years, reducing the cash rate from 4.35% to 4.10% in February 2025. This decision offers welcome relief to mortgage holders, and with the possibility of further rate cuts later this year, many are now considering how to make the most of this change. Here’s a straightforward guide to help you decide your next steps.

Superannuation Member and Death Benefits
Superannuation serves as a critical savings vehicle for Australians, designed to provide financial security in retirement. However, the nuances between member benefits and death benefits can be complex. Let's clarify these differences and explore their implications.

Is It Really ‘Set and Forget’? A Guide to ETFs
You've heard the buzz about passive investing, especially through ETFs, and you're keen to explore how it could work for you. It's often pitched as an easier route to growing your wealth, but how exactly do you get going, and what should you watch out for? Let's look a little deeper.

The Impact of Trump’s Second Term on Australia
Donald Trump has officially been sworn in as the 47th President of the United States, marking the start of his second, non-consecutive term. His return to the Oval Office has already brought a flurry of executive orders and policy announcements, many of which echo his "America First" agenda from his first term. Whether you agree with his politics or not, one thing is clear: Trump's leadership often brings significant changes, and this time is no different. Let’s explore what this might mean for Australian investors and financial planning.