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Having the finances to support your interests gives you the freedom to enjoy life. Making the most of income and minimising tax is key to building wealth. We will give you expert advice to finance your life at every stage.

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Whether you’re planning your retirement, or already retired, the right advice can help you secure a comfortable lifestyle, and ensure your assets are invested, transferred, and ultimately passed onto the next generation in the most tax-effective manner.

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– Managing your money

– Building your wealth

– Protecting your wealth & lifestyle

– Maximising superannuation

– Self-managed super funds

– Living in retirement

financial advice awards

Congratulations Gene Youl for winning the National Value of Advice Award and Dallas Ludeman for receiving the prestigious Gerald Lippman Perpetual Trophy.

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latest news

They’re back baby – the fall and rise of bonds

After a horror 2022, AMP Portfolio Manager Fixed Income, Chris Baker says bonds are coming back into favour as interest rates near their peak. Before we take a closer look at the current state of the bond market, it’s worth a recap on how bonds work. Most people are...

Does the NALI/E punishment fit the crime?

The long-running NALI/E debate has not considered the “extremely heavy-handed treatment” the specific asset NALI provisions impose.

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