Are You Paying ‘Loyalty Tax’?
Are You Paying ‘Loyalty Tax’?

In these unprecedented times, it’s not all doom and gloom. This is a great opportunity for people to look at how they can improve their personal cash flow, and there’s one item that can have a major impact. A quick review of your personal expenses such as insurances, utilities, phone/internet plans and general household items […]

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JobKeeper 2.0
JobKeeper 2.0

On 21 July 2020, the Government announced that JobKeeper 1.0 will remain until 27 September 2020, and following this JobKeeper 2.0 will continue for a further 6 months to 28 March 2021 but with tighter access and reduced rates. From 28 September 2020, employers seeking to claim JobKeeper payments will need to reassess their eligibility […]

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Learnings from COVID …an Advisor’s Perspective
Learnings from COVID …an Advisor’s Perspective

In a time of crisis, clear, concise & proactive communication creates calm. This was the message we reinforced to our team when the number of COVID-19 cases kept rising throughout March 2020 and the situation intensified. On Monday 16 March, we sat down together as a leadership group and enacted our continuity plan on how […]

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Financial Planning Helps in Uncertain Times
Financial Planning Helps in Uncertain Times

COVID-19 is the creator of many unknowns. Even now, we are still unsure of the full impact it will have on the economy and by extension our investment portfolios. Governments have been forced into unorthodox tactics to save lives and to keep the economy afloat. Markets have experienced strong fluctuations and the volatility looks set […]

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Business Valuations & Subsequent Events: Why it Matters if They Were ‘Known or Knowable’
Business Valuations & Subsequent Events: Why it Matters if They Were ‘Known or Knowable’

It seems like every other conversation I have with colleagues, clients and business owners these days includes the line “in these times of uncertainty…” As valuers, we are always thinking about uncertainty.  At a basic level, all the valuer is asking is – what are the expected future earnings of the business, and what is […]

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