Certified Financial Planner

Senior Financial Adviser Samantha Butcher stands center in the photograph wearing a white long sleeve top and a black skirt. Behind her is an image of an empty toilet roll with the word "inflation" written on it in red marker with a small frowning face drawn next to it.

How To Start An Inflation-Proof Retirement Strategy

Advisory, Retirement Planning / Zach Henderson

Does Inflation Impact My Retirement Plan? The short answer is yes, inflation can definitely impact your retirement planning

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Can Your SMSF Invest In Crypto + What Are The Rules?

Cryptocurrency is a CGT asset in Autralia for tax purposes, it is not considered money!

Can Your SMSF Invest In Crypto + What Are The Rules? Read More »

Pictured, Helen Yau, standing smiling in black trousers and a white cardigan. Behind her is an image of a toy train set.

Setting Up A Self-Managed Super Fund: What You Need To Know

Advisory, Self-Managed Super Funds (SMSF), Superannuation / Zach Henderson

An SMSF offers Australians greater control over their retirement savings, allowing them to choose their own investments and have a say in how their superannuation is managed

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Pictured: Jayden Scott wears a black suit with his suit jacket open and a white shirt showing with his hands in his pocket. Behind him is an image of a hand pression buttons on an ATM.

How Much Superannuation Do I Need For Retirement?

Advisory, Retirement Planning / Zach Henderson

When planning for retirement, one of the most important questions you’ll face is… “How much Superannuation do I need?”

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Pictured; Samantha Butcher, standing smiling in a white long sleeve top and a black skirt. Behind her is an image of a pink wall with the words "Don't Panic" on it in a lighter pink colour.

Financial Advice If You’re Made Redundant

Advisory / Zach Henderson

For those fortunate to be offered a redundancy during this time, it can make retirement planning a little less daunting

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Financial Advice During Retirement: Why You Might Need It

Advisory, Retirement Planning / Zach Henderson

While many carefully plan for the accumulation of wealth during their working years, fewer recognise the importance of financial planning during retirement

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Roadmap To Investing: For 50-60 Year Olds

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

For those already in their 50s and 60s, financial priorities often begin to shift. With retirement on the horizon, this stage of life is commonly marked by a mix of excitement and urgency

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Pictured: Samantha Butcher standing smiling in a long sleeve white top and black skirt. Behind her is an image of a white and red Van with pink flowers on the dashbaord.

Roadmap To Investing: For 40-50 Year Olds

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

People in their 40s and 50s are in a crucial phase of their financial lives, often referred to as the “peak earning years”

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Investing With Your SMSF: What Are The Rules?

Advisory, Self-Managed Super Funds (SMSF) / Zach Henderson

While the world of investments might not be for everyone, whether you are an investing novice, an investment afficionado (or anywhere in between)

Investing With Your SMSF: What Are The Rules? Read More »

Pictured, Jayden Scott with a big smile on his face and his hands in the pockets of his black suit. In the background is a picture of a white card and younger aged people standing on a beach, some are standing on the top of the car and looking at which direction to go in.

Roadmap To Investing For 30-40 Year Olds

Advisory, Savings + Investments / Zach Henderson

Investing can seem like an overwhelming task when you’re trying to get started, especially for those in their 30s who are often juggling multiple responsibilities

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