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PRESTIGE 

UPDATES

We pride ourselves in educating our clients to understand all aspects of their strategy, what we do and what we are about. 

 

Scroll down to read the latest educational content. 
 

SHOULD I SEE AN ACCOUNTANT

OR A FINANCIAL PLANNER?
 

It’s not uncommon for our clients to ask us tax questions and our accounting friends to be asked for financial advice.

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If you are unsure whether you need an accountant or financial planner here is a quick comparison of each.

November 2019

SURPRISE CASH PAYOUTS

Surprise cash payouts from the ATO could reach your bank account, from today.

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So... what do you need to do? 

November 2019

NO MORE MORTGAGE INSURANCE? 

Buying your first home but can't seem to save a billion dollars for your deposit?

Well, things are about to change... 

November 2019

AUSTRALIA TALKS!

Are your concerns on par with other Australians?
Here are a few tips to ease your worries! 

October 2019 

IS YOUR WILL IN YOUR

UNDIES DRAW?

October 2019

Nothing ruins a family reunion like a penny dropped! 

 

So, how can you make sure that certain people can't touch your money when you pass away? 

HOW DO I CHOOSE THE RIGHT FINANCIAL PLANNER? 

Choosing the right financial planner for your personal circumstances can be tricky, especially when you're not quite sure where to start; or what to look for.

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September 2019

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