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Important to Note

Any advice given on this website is general advice only. Before you act on the advice, you should consider whether this advice is suitable for you. You should read the relevant Product Disclosure Statements before purchasing any products or services.

While we have attempted to ensure that everything on this website is accurate at the time of publication, product features, specifications and pricing are subject to change without notice. The information on this website should always be read in conjunction with other materials and information provided by a qualified finance professional.

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Are you a reluctant refinancer?

Gone are the days when we stayed with the same loan or lender for the full term of a home loan – the mortgage market is now very competitive. As your finance specialist that’s where we can assist. So… when should you consider refinancing?

Change is coming 1 July... Super!

Okay, so maybe you’re thinking that retirement for you is a long way off? Should you be worried? How do you plan for a successful financial future?

Planning for Retirement. Will you have enough money?

Have YOU started thinking about retirement? It is NEVER too early to start planning for retirement - but it can certainly be too late...

First home buyers stay tuned.....

The Federal Budget is looming AND there are rumoured initiatives to help first home buyers (FHB's) into the property market. So if you - or your children - are potential FHB's it might pay to stay tuned....

What's that all about? The cash rate remains steady but our bank interest rates rise??

Once upon a time when the cash rate moved (up or down), most lenders would typically move their interest rate in alignment with the cash rate change. Have you noticed that when the cash rate moves up the lenders are quick to pounce on an increase and pass these increases on to us - the consumer - immediately?
Debt Got You Down?

Debt Got You Down?

A recent survey revealed 41% of Australians have credit card debt and of those nearly 4 million cannot afford to repay it!
Under Insured?

Under Insured? What’s the worst that could happen?

An industry report has revealed Australia is highly underinsured compared to most developed nations - especially when it comes to income protection and life insurance.