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Spring is in the air!

Welcome to our latest newsletter where we provide more information about the new downsizer super contribution option, which was made available from 1 July 2018.

We have included a reminder about a common sharemarket trap that you want to avoid. And, we hope our article on dealing with a redundancy is helpful if you have recently lost your job, or if a redundancy is on the horizon.

Learn why having the right financial role models can help create more positive emotions about your finances.

Are you addicted to your phone? Check out the tips to help you kick your smartphone addiction.

To arrange a review or to speak to one of our team, please contact this office on (08) 8362 4555 or

Kind regards

Kate Phillips

Boost your super - selling the family home

The new downsizer super contribution option could help turn your family home into a more comfortable retirement.


Avoid the most common sharemarket trap

Perhaps the most common trap for share investors is to concentrate too much on the daily movements in share prices.

Protecting your finances after redundancy

Dealing with a recent redundancy? We can help you get your finances in order, so you can stay on your feet.


The power of financial role models

Role models are important in many stages of life. Be it school years, on the sporting field or in your career, having a positive role model, someone to compare yourself to and measure your progress against, can be a powerful and positive influence.


Are You Addicted to Your Phone?

Keeping connected is paramount in today’s digital society, but is our inconsumable obsession with our smartphones taking a toll on our inner health?