How to choose a financial adviser
Choosing a financial adviser is one of the most important decisions you can make for your future. The right adviser will help you gain clarity, freedom and confidence at every stage of life. Here’s how to find the one that’s right for you.
How parents can cut capital gains tax when buying property for their children to live in
When parents buy property for their children to live in rent-free, it’s easy to overlook the tax implications down the track. Here’s what you need to know if you’re considering the same path.
KiwiSaver to Australia: Your complete guide to transferring and maximising benefits
Kiwi living in Australia? Learn how to transfer your KiwiSaver to Australian super, avoid tax traps and maximise your retirement savings.
10 tax tips for getting extra cash this end of financial year
A few quick actions may help put some extra cash back in your pocket. Check out our 10 tax tips to take advantage of before the tax year ends on 30 June.
Can you really claim a tax deduction on your handbag?
Handbags, shoes, makeup and dogs are some of the more surprising deductions you can make at tax time. Find out what you may be able to claim.
Why high income doesn’t always lead to financial freedom
Many high earners still feel stuck financially. This article explores why income alone isn’t enough — and how to build the clarity, control and structure to achieve real financial freedom.
What’s the most effective way to invest for children?
Choosing the right investment structure for your child, whether in their name, your own, or a family trust, is key to minimising tax and setting your children up for a secure financial future.
How to protect your family and assets with a strong estate plan
Protect your loved ones with these key estate planning strategies, from wills and trusts to superannuation and tax minimisation.
2025–26 Federal Budget summary: A tailored briefing for our clients
We’ve summarised the key budget measures most relevant to our clients — so you can stay informed and plan with confidence.
Australians who’ve worked three years in the UK could unlock $480,000 in retirement
Worked in the UK for at least three years? You could be eligible for up to $480,000 in extra retirement income, but time is running out. Learn how to check your eligibility and claim before the 5 April 2025 deadline.