By Jim Farrell, Senior Financial Adviser (FPA & MFAA) Establishing an investment portfolio can be likened to building a home. The most destructive, yet unpredictable predator to the structure of a home is the weather.  Even in these most technically… Read more »

Posted on May 19th, 2022

By Alan Lake, CFP© CPA(FPS) ACS SSA BComm DipFP Aged Care Specialist, Soundbridge Financial Services A friend or a family member has reached that stage in their life where they just can’t cope on their own anymore. They’ve been getting… Read more »

Posted on December 10th, 2021

Retirement can be an exciting phase in your life. But all the recent changes to superannuation bring with them lifestyle and financial issues you need to be aware of as you plan your retirement. Retirement means different things to different… Read more »

Posted on October 15th, 2021

This article highlights the importance of seeking financial advice and the essential role of a financial adviser in your life.

Posted on October 6th, 2021

With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we summarise the key standouts from the April to June 2021 quarter.

Posted on July 9th, 2021

The end of another financial year is looming, and with that may come thoughts about your tax return and how your wealth has tracked throughout the year. Whether you’re nearing retirement, a high-income earner looking to reduce your taxable income,… Read more »

Posted on June 15th, 2021

Few client meetings have been as challenging. After years of being happily married, Sarah and her husband decided to separate, and the story of her acrimonious divorce was certainly distressing. It started with a chance meeting, where in passing, Sarah… Read more »

Posted on April 28th, 2021

This year our founders Cyril and Diane Thomasson reached the fantastic milestone of 40 Years in Financial Planning. We celebrated with acknowledgements from our team with memories from the 1980’s and we have clients and relationships that extend back as… Read more »

Posted on December 20th, 2018

Key Points 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months. Key lessons for investors from the last financial year include:… Read more »

Posted on November 27th, 2018