The Path to Success
Life's big events can happen fast and there is no better feeling than being prepared. Whether it's getting married, starting a family, bringing your finances together or changing jobs - with the right financial plan you will be set on the path to success.
What is the best way to merge overall family finances?
Do we need a joint bank account?
Who will pay the bills in the family?
Do we have/keep separate credit cards?
What is the best way to build our family budget?
How do we minimize our income taxes?
Should we buy a new home?
If we own two homes, should we rent or sell the one we don’t live in?
What is the best way to handle our HECS debts?
INVESTMENT & ESTATE PLANS
How much should we be saving for retirement?
Do we change beneficiaries on our superannuation plans?
Do we need a will?