Only 2.00% of taxpayers voluntarily add to their Super. We need to make sure that regular additional contributions are on "auto-pilot". Have it deducted before you receive it. This is the best way to solve money issues, no other way comes close.

Once you convert your super account to a pension account, the tax rate on your investment earnings reduces from 15.00% to zero in most cases.

Many people are focused on just paying down the home loan and ignore other far more valuable strategies to grow wealth. We can organise finance to purchase a property in your own name, a trust name, a company name, or in your SMSF.

Be fearful when others are greedy and be greedy when others are fearful. Warren Buffett is a long term investor. As he says “Our favourite holding period is forever”. Many people are focused on just paying down the home loan and ignore other far more valuable strategies to grow wealth.

No budgeting required. I refuse to budget which is why I automate all my finances. Our Program automates your planning so that you don’t have to make ongoing decisions. People are not very engaged with products or advice they just want good outcomes. What we do is sit down with people and find out a little bit about what they are doing with their finances and what they would like to do financially and to help work through what is possible and action things.

People require life insurance for various reasons and primarily it is as a result of their concern that if the worse were to happen then their family would be financially comfortable (debt free and guaranteed income).

There will always be an excuse to put things off but this is the most risky strategy of all.
Good financial decisions are very easy to make once you understand all the facts.