Money Advice

ONWARDS AND UPWARDS

Make your money work harder (not you)

Want to grow your money, but don’t know where to start?
Well, you have landed at the right place. Get excited, get invested.

SETTING THINGS STRAIGHT

Three popular myths that just aren’t true…

01
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You need a lot of money to start

Nope! Whatever your circumstances, it’s never too early to get seek money growth. You can start investing with
as little as $1,000 with no upfront cost.

SETTING THINGS STRAIGHT

Three popular myths that just aren’t true…

02
02 03

Super is just for retirees

Wrong, super is a tax haven and can help you to thrive. Starting now is a vital investment for your future. Super can be simple, with the right advice – you can take control of your super and plan for a future now, not later.

SETTING THINGS STRAIGHT

Three popular myths that just aren’t true…

03
03 03

You need to know the lingo

Wrong, financial advice doesn’t have to be complicated. Simple, straightforward solutions, tailored to your needs. Easy language, no dumb questions.


Tried and tested strategies

Forget about FOMO, are you worried you’re not hearing about everything available to you?
From minimising tax, to checking the health of your home loan, our team can fill in the gaps for you. Financial planning, advice and knowledge, consolidated in one place. Answers to all of your money questions.


Education is our thing

Do you find investing daunting? Are you worried about making the wrong move? Are you afraid of being scammed? Don’t know who to trust? You don’t have to worry. We’re all about financial education. We’re backed by the best in the business, a team of national advisers, so you can have peace of mind.

FINDING LOST SUPER

Lost and found money

If someone owed you 80K, wouldn’t you want to get it back? Forget where all your super is invested? Super apathy affects many and people just aren’t interested in ‘boring’ super. It may seem complicated and a long time away but if you make your super work harder now, you can rest easier (and maybe even earlier!)


Bank on change

Life happens. Whether they’re ups or downs, we’re here to help you plan for those changes so you can take charge of what comes next,

Money advice for:

Life milestones

Starting a family, changing career, managing retrenchment, buying a first home, entering a marriage or long-term relationship:

  • We can help you plan for your future
  • We can help can make your money work for you
  • We can help you achieve your financial goals

Inheritance

Have you come into some money? Are you feeling unsure of what to do from here? Are you worried about making the wrong decision? Are you concerned about tax pitfalls? Understand all your options:

  • Develop a strategy and achieve your goals
  • Be confident in your financial choices

Separated or divorced

Divorce and separation can be overwhelming. Are you now managing money and weren’t before? Have you recently received a property settlement but not sure what to do from here:

  • You don’t have to make financial decisions alone, we’ve got your back
  • We can provide financial advice to cover a vast range of situations

Let’s get started

Take advantage of our FREE first strategy session. What have you got to gain?

Book an appointment

Or call us for a chat

1300 134 085