Meet Our Team
The Team

Shane
Director & Adviser
Profile

Nick
Director & Finance Specialist
Profile
Useful Resources
We have developed an extensive collection of guide series for clients. They comprise a unique collection of financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.
Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.
Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.
Send us a message

Is It Really ‘Set and Forget’? A Guide to ETFs
You've heard the buzz about passive investing, especially through ETFs, and you're keen to explore how it could work for you. It's often pitched as an easier route to growing your wealth, but how exactly do you get going, and what should you watch out for? Let's look a little deeper.

The Impact of Trump’s Second Term on Australia
Donald Trump has officially been sworn in as the 47th President of the United States, marking the start of his second, non-consecutive term. His return to the Oval Office has already brought a flurry of executive orders and policy announcements, many of which echo his "America First" agenda from his first term. Whether you agree with his politics or not, one thing is clear: Trump's leadership often brings significant changes, and this time is no different. Let’s explore what this might mean for Australian investors and financial planning.

When Computers Start Doing Your Homework
Imagine having a personal assistant who could handle all those tedious tasks we often put off - like booking your holiday or arranging your life insurance and wills. That's essentially what AI or Artificial Intelligent agents aim to do, amongst other things. Let’s take a closer look at what they are, their potential impact and what you need to look out for as a consumer. Don't worry if you're not tech-savvy - we'll break it down in simple terms.

The FIRE Movement and Money Management
Happy New Year! I hope this message finds you refreshed and recharged after the holiday season. As we return to our routines, it's the perfect moment to reassess our financial strategies and set fresh goals for 2025. I'm excited to share insights that could reshape your financial outlook for the year ahead. The Financial Independence, Retire Early (FIRE) movement has sparked conversations about financial freedom and life choices, offering a fresh perspective as we step into a new year.