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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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