Our website is really our digital office.
Coming to our digital office means you can visit us at any time without moving, you family and friends can to. You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more. Drop in anytime!
24/7 access to website based tools you, your family (children as well), your friends, colleagues and associates can all benefit from. *
- Latest News. Our articles are chosen from amongst 30-35 to ensure the best are included in our news updates. The range of topics covered has also been broadened to include items such as Australia's vital statistics.
- Comprehensive financial tools to help you understand your Personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.
- Research your questions at the ATO, ASIC, Centrelink and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Pensions, etc. Then discuss your questions with your Planner. Use eWombat for doing this research, type in keywords or phrases.
- Your information is private and confidential and should be treated that way. Using Secure File transfer or a vault means your information and plans are encrypted when sent in either direction.
- Online forms. More and more forms are now website based versions to save time and effort with printing and posting. By using such resources many Planners can also keep abreast of changes in your circumstances and this will always help them better plan your financial future.
- ASX Prices and Charts. Many sites will have these resources to allow you to quickly see how the market is going and check any stocks you’d like a price on. All such information is, though, delayed by 20 minutes.
- A stock ticker that displays 5 minute delayed information for the top 100 Australian stocks by market capitalisation.
* Not all services are on every planner’s website but most are.
Your Financial Planner
Latest Newsletters
Hot Issues
- SMSF assets reach record levels amid share market rally
- Many Australians have a fear of running out
- How to get into the retirement comfort zone
- NALE bill passed by parliament
- Compliance focus impacts wind-ups
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- Investment and economic outlook, May 2024
- Transitioning into retirement: What you should know
- Plan now to take advantage of stage 3 tax cuts
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- Downsizer contributions can be time critical
- The superannuation changes from 1 July
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- Winners & Losers
- Budget breakdown – Federal Government Analysis
- Federal Budget 2024
- Getting to a higher level of financial literacy in Australia
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- Investment and economic outlook, April 2024
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- Connecting an adviser with your children
- ACCC scam report
- The Shortest-reigning Monarchs in History
- ATO warns trustees about increasing crypto scams
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- Removed super no longer protected from creditors: court
- ATO investigating 16.5k SMSFs over valuation compliance
- The 2025 Financial Year Tax & Super Changes You Need to Know!
- Investment and economic outlook, March 2024
Article archive
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- October - December 2015
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- April - June 2015
January - March 2018 archive
- Why your retirement intentions are critical
- Plans for study into elder abuse
- Our website is really our digital office.
- Dissecting the downsizer contribution
- The Goldilocks effect - Economic and market update 4Q 17
- Rates, inflation and yield - five graphs to help make sense of it all
- Australia. All you need to know to be the expert.
- Potential pension minefields
- Confusion lingers over post-death insurance
- Non-lodgement numbers slashed, 30,000 funds still in ATO’s sights
- Why have a financial planner?
- Business confidence hits 5-month high: NAB
- New Year resolutions, New Year strategies
- How will downsizer contributions work for SMSFs?
- Where Australia is at. Our leading indicators.
- ‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told
- Power of retiree super dollars
- Beyond share prices
- Financial advice is the leading trigger to review insurance inside Super
- Opinion – 2018 to be the year of the machine
- Rising risks to the status quo
- UPDATE: Australia's vital statistics
- As share prices rise, the risk-return trade-off gets tricky
- Young Aussies have a ‘terrifying’ level of financial knowledge
- Principles of Financial Success
- You are never too young to start your financial plan
- Technical expert flags top 3 traps with CGT relief
- Become a better investor through your holiday reading
- Australia's vital statistics
- Made in Albania? How globalisation is creating challenges for Chinese policymakers
- Our Advent calendar for 2017