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Financial planner or financial counsellor. Which do you need, and when?

08 Nov 2021 | Latest News

Are you confused about the contrasting roles a financial planner and a financial counsellor play in providing advice? With the use of a descriptive case study, this article explains the differences between the two professions and how each can provide valuable assistance in a range of financial situations.

Marie-Anne and Herve D – Recovering from redundancy

01 Nov 2021 | Client Stories

I met Marie-Anne 13 years ago when the company she worked for when through a restructure and as a result, her position was made redundant.

Ernie and Anna C – Able to retire early

04 Oct 2021 | Client Stories

I met Ernie 11 years ago at a time when he was ready to start planning for his retirement. His goals were to be able to retire early and enjoy the simple pleasures in life such as cooking, travelling and spending time with his wife, Anna, and family.

Is property the unreachable Australian dream?

13 Sep 2021 | Latest News

Who thought house prices were going to fall due to the economic fallout from the COVID-19 pandemic? This article discusses the continued increase in property values and why the “Australian Dream” may be unreachable.

Ian B – Recovering from divorce

08 Sep 2021 | Client Stories

I first met Ian 13 years ago when he was 59 years old. At the time he had gone through a divorce which resulted in a settlement that reduced his super balance to under $70,000.

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Financial planner or financial counsellor. Which do you need, and when?

Marie-Anne and Herve D – Recovering from redundancy

Ernie and Anna C – Able to retire early

Is property the unreachable Australian dream?

Ian B – Recovering from divorce