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.
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.
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?
