Meet our Financial Adviser and Aged Care Specialist, Richard Newton, who works out of our Rockhampton Office. Listen to Richard’s insights into financial planning in an interview with Penny Farrell, General Manager of Soundbridge. Richard is an Electrician by trade,… Read more »

Posted on September 17th, 2020

It’s now more important than ever to have an estate plan so you can make sure your family and loved ones are looked after should you become ill or die.
Your estate plan is a set of arrangements that sets out what will happen to your assets when you die and/or if you become unable to manage your own affairs. Your Will is just one part of your estate plan.

Posted on September 10th, 2020

Meet our Gladstone-based Financial Adviser, Craig Cavanagh. Craig shares his perspectives on financial planning in an interview with Penny Farrell, General Manager of Soundbridge.

Posted on August 28th, 2020

Our Financial Adviser, Richard Newton, who is an Aged Care planning specialist, shares a case study for Seniors’ Week. “I had a family come in to the office, confused about the the aged care sector. Their father was ill, and… Read more »

Posted on August 21st, 2020

Moving into residential aged care may not be on anyone’s bucket list, but as the population ages, it’s a possibility that few of us can ignore. The average Australian can expect to live into their 80’s, and many of us will live beyond 90. That means more of us will need some form of aged care late in life. And as pressure grows on aged care service providers to cater for more people, the costs may rise.

Posted on August 13th, 2020

The actions you take now to set yourself up for the future, will take the pressure off down the track. So how do you go about gaining financial knowledge?

Posted on August 7th, 2020

Facing redundancy can cause severe psychological distress, and have far-reaching financial implications. The good news is that your redundancy payment comes with financial opportunities.

Posted on July 10th, 2020

“There’s a new villain in town, and it’s attacking the lower, middle and upper classes. It’s called lifestyle inflation, and it doesn’t care how much money you make—it can still find you.” David Ramsey As we embark on a new… Read more »

Posted on July 3rd, 2020

Here are 10 tips from our experienced team for developing good money habits and a positive money mindset

Posted on June 26th, 2020

Coronavirus, economic downturns, working from home, the new normal…business is restructuring, and change is happening fast! Redundancy is on the increase and has become a part of the working landscape.
You need a financial plan to see you through the immediate crisis of your redundancy, and to set you back on the road to achieving your financial goals.

Posted on June 11th, 2020

Whether you are considering aged care for yourself, a parent, partner or loved one, the decisions you face can seem overwhelming. Richard Newton, our certified Aged & Disability Care Specialist Adviser, explains Aged Care Fees and some of the considerations you should keep in mind.

Posted on May 25th, 2020

All the current Covid-19 Government Assistance Measure in one place, in a handy, one-page guide! As we worked through the numerous current Covid-19 Assistance packages for our own business, we created a brief summary of all of the measures in… Read more »

Posted on April 24th, 2020