Are Financial Planning Fees Tax Deductible?
I had an interesting one this week. A client asked whether the fee they paid for financial advice was tax deductible. Nothing unusual there. It’s
21st September 2026
Financial Planning
Your 2020-21 Unused Super Cap Expires on 30 June 2026: How to Use Carry-Forward Contributions Before It Is Too Late
There are very few genuine deadlines in financial planning. This is one of them. On 30 June 2026, unused concessional super cap amounts from the
7th June 2026
Military to Civilian Career Transition: A Complete Financial Planning Guide
Leaving Defence is a big step. For some people, it feels exciting. For others, it feels uncertain. And for many, it is a bit of
27th March 2026
How Much Does Financial Advice Cost in Australia? Your Complete Fee Guide(Updated 2026)
If you’re exploring professional financial advice in 2026, one of your first questions will be: how much does it actually cost? The answer depends on
16th October 2025
Secure Your Legacy: How to Pass on Your Managed Investment Funds to Your Family
Introduction- Passing on your managed investment funds Securing the future of your family can be quite the head-scratcher. When looking into the endless options to
19th September 2023
DVA Permanent Impairment Payouts
Have you recently been offered a DVA permanent impairment compensation payout and not sure what to do? Your service in Defence can be very rewarding
13th June 2023
Small steps to great success
Financial success is often made by taking small steps to get there. It may seem daunting and overwhelming but like anything, if you have a professional guiding you along the way, small steps can lead to something great.
6th September 2022
Russia Ukraine Client and Adviser Update
Event On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic and began mobilising troops
9th March 2022
New Year, New Me! What does a financial Plan consist of and where do I begin
2022 has only just begun and it feels like we’ve just blinked and are already at the end of January. So, what are your goals
1st February 2022
5 top cost-cutting ideas to minimise expenses over the Christmas holidays
“It’s beginning to look a lot like Christmas..” is playing in the background and the aircon is on high as we are writing this article.
14th December 2021
Building a personal financial plan for future security – top 7 tips
The future. What does it look like for you? What are some of your goals for the future? Do you have a dream idea of
17th November 2021
Making the right aged care choices in a post-COVID world
So the time has come for you to make the decisions about Aged Care. This could be for yourself or for your family members and
4th October 2021
Financial Planning
Are Financial Planning Fees Tax Deductible?
I had an interesting one this week. A client asked whether the fee they paid for financial advice was tax deductible. Nothing unusual there. It’s
21st September 2026
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Financial Advisor
How Much Does Financial Advice Cost in Australia? Your Complete Fee Guide(Updated 2026)
If you’re exploring professional financial advice in 2026, one of your first questions will be: how much does it actually cost? The answer depends on
16th October 2025
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Latest Articles
Top Five Financial Planning Strategies for 2026(Updated)
When it comes to financial planning, there are a lot of strategies people can use to stay on track to meet their goals. Here are
4th September 2026
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Latest Articles
Maximising Your Superannuation: Growth and Local Advice
Superannuation is often the largest asset most Australians build outside the family home, and for Brisbane residents, simply “having super” is not enough anymore. Between
17th August 2026
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Latest Articles
Retirement Planning: Securing Your Future Close to Home
Retirement marks the start of an exciting new chapter, but for many Brisbane locals, working out how to get there can feel daunting. Whether your
17th August 2026
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Latest Articles
Financial Advice in Brisbane: Understanding Non-Concessional Contributions
When planning for retirement, it’s essential to consider various strategies to maximise your superannuation benefits. One effective approach is making non-concessional contributions. These contributions are
31st July 2024
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