A Will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is
Setting the scene Marilyn is 67 and has had enough of work. She has worked hard and raised two children on her own and she’s
With the Reserve Bank of Australia (RBA) raising the cash rate back in May for the first time since November 2010 – and more rises
You’ll have heard the old, almost grandmotherly adage that ‘every dollar counts’. But guess what – it’s true. Voluntary after tax super contributions (also called
Teaching good financial habits, such as saving and budgeting, is one of the best ways to prepare children to have a secure financial future. Helping
It’s devastating when a natural disaster destroys or damages your home. Finding out you don’t have enough insurance can add to your distress. Understanding what
While 2021-2022 may not have been a stellar year for the majority of investors, it’s worth remembering that the worst performing asset class one year
When you start a job, you can usually either choose a super fund or let your employer choose for you. Understanding the basics can help
As technology creeps further into our everyday lives, cybercriminals are taking advantage of the latest that technology has to offer and carrying out increasingly sophisticated
The daily grind of a job working for an over-bearing boss, or is it a family or financial problem, a traumatic life-event, or the fear
If you’re finding it difficult to save a 20% home loan deposit, you might still be able to borrow by paying Lenders Mortgage Insurance. We’ll
Superannuation (or Super) is a percentage of your income put aside by your employer over your working life to help fund your retirement. It’s a
Varsity Lakes Office
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Phone: 07 5580 9489
Suite 1303, Lakeside 2, Bermuda Point, 1 Lake Orr Drive, Varsity Lakes, QLD 4227
Email : [email protected]
Mailing Address:
PO Box 1040
Burleigh Heads QLD 4220
Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed
Phone: 07 55 361 301
60 Musgrave Street,
Kirra QLD 4225
Email: [email protected]
Mailing Address:
PO Box 855,
Coolangatta QLD 4225
Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed
Phone: 07 3067 7960
Suite 3, Level 25
215 Adelaide Street, Brisbane City QLD 4000
Email : [email protected]
Mailing Address:
PO Box 845,
Brisbane QLD 4001
Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed
Phone: 07 3012 7344
Level 7, 175 Eagle Street,
Brisbane City QLD 4000
Email : [email protected]
Mailing Address:
PO Box 845,
Brisbane QLD 4001
Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed
Phone: 07 3392 0077
Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113
Email : [email protected]
Mailing Address:
Suite 375, 7 Clunies Ross Ct, Eight Mile Plains QLD 4113.
Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed