A sudden windfall

What to do with some unexpected extra money? Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them?

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Buying your first home

Why am I still paying rent? Today Australia enjoys one of the greatest home ownership rates in the world. But in a time of high house prices how do you make this great Aussie dream a reality?

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Financial Planning

Sorting out our finances is something we all need to do at some stage. You don’t need a large inheritance or an intricate knowledge of financial markets.

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Educating the kids

What would you tell a 10 year old YOU? A good education is one of the best starts you can give your child, but although it doesn’t have to, it can cost a lot of money.

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Retirement Planning

Here we look at how you can maximise your income in retirement, whether you’re a long way off retirement close to retirement or already retired.

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Corporate superannuation

Employers are usually required to make Superannuation Guarantee (SG) contributions to a complying superannuation fund on at least a quarterly basis, or incur the superannuation guarantee charge.

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Protecting your wealth

That will never happen to me…..will it? Should the unthinkable happen, personal insurance can help to provide financial security to you and your family. Find out about the insurance options available to you.

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Superannuation

What choices do you have with your super? Many Australians are now free to choose their own superannuation funds instead of automatically becoming members of their employer fund. This is known as super choice, or choice of fund.

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Banking Solutions

Aren’t all bank accounts the same? According to research from the Reserve Bank in its 2004 annual report, Australia enjoys one of the greatest home ownership rates in the world.

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Small Business Advice

Are you planning to fail or failing to plan? If you’re planning on becoming your own boss, you no doubt already know that a business plan is essential and you’ve probably heard the expression “businesses don’t plan to fail, they fail to plan”.

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Where can we help?

Corporate superannuation

Employers are usually required to make Superannuation Guarantee (SG) contributions to a complying superannuation fund on at least a quarterly basis, or incur the superannuation guarantee charge.

read more

A sudden windfall

What to do with some unexpected extra money? Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them?

read more

Buying your first home

Why am I still paying rent? Today Australia enjoys one of the greatest home ownership rates in the world. But in a time of high house prices how do you make this great Aussie dream a reality?

read more

Protecting your wealth

That will never happen to me…..will it? Should the unthinkable happen, personal insurance can help to provide financial security to you and your family. Find out about the insurance options available to you.

read more

Money management

Where does all the money go? Sorting out our finances is something we all need to do at some stage. You don’t need a large inheritance or an intricate knowledge of financial markets.

read more

Educating the kids

What would you tell a 10 year old YOU? A good education is one of the best starts you can give your child, but although it doesn’t have to, it can cost a lot of money.

read more

Superannuation

What choices do you have with your super? Many Australians are now free to choose their own superannuation funds instead of automatically becoming members of their employer fund. This is known as super choice, or choice of fund.

read more

Investment Planning

As a general rule, we know that investing comes with a level of risk. But for many of us, understanding where to invest, how to invest and the level of risk we’re comfortable with are key issues.

read more

Banking Solutions

Aren’t all bank accounts the same? According to research from the Reserve Bank in its 2004 annual report, Australia enjoys one of the greatest home ownership rates in the world.

read more

Small Business Advice

Are you planning to fail or failing to plan? If you’re planning on becoming your own boss, you no doubt already know that a business plan is essential and you’ve probably heard the expression “businesses don’t plan to fail, they fail to plan”.

read more

Financial Planning

Sorting out our finances is something we all need to do at some stage. You don’t need a large inheritance or an intricate knowledge of financial markets.

read more

Retirement Planning

Here we look at how you can maximise your income in retirement, whether you’re a long way off retirement close to retirement or already retired.

read more
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Coffs Harbour Head Office

182 Pacific Highway,
Coffs Harbour NSW 2450

PO BOX 1564,
Coffs Harbour NSW 2450

Phone: 02 6652 6977

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