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Helping the people of Newcastle and the Hunter region grow their financial knowledge and achieve more.

Negative Gearing, Liquidity, Superannuation, Trusts, Compound Interest, Capital, Appreciation, Depreciation, Reserve, Surplus, Equity, Leverage

These are all confusing terms that most do not understand. The financial industry is full of complicated concepts. We strive to make the complex simple for you to understand. We do this through our ‘plain talk’ communication but also through our education centre.

Below are guides on key areas of interest to our clients including financial planning, retirement planning, property investment, debt reduction, investment planning, personal insurance and estate planning.

Whilst we are full service advisers and can do all the work for you, we understand that some clients like to be provided with more information and develop their own knowledge. Our education centre can help you achieve this. Updated regularly when there are changes or developments in the finance world, you can access the education centre and see what is new. It is a great reference point for individuals to access to help understand financial, investment or superannuation terms and concepts.

We are focused on helping you achieve more.

Financial Planning Guide

Financial Planning Guide

Retirement Planning Guide

Retirement Planning Guide

Property Investment Guide

Property Investment Guide

Personal Insurance Guide

Personal Insurance Guide

Debt Reduction Guide

Debt Reduction Guide

Investment Planning Guide

Investment Planning Guide

Estate Planning Guide

Estate Planning Guide

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