News & Views
21 July 2026
Sitting down with a financial planner for the first time can feel a little daunting. You might be wondering what to bring, what will be asked, or simply whether you’re ready to share your personal financial information. The good news is that a first meeting is simply a conversation, and a bit of preparation goes a long way toward making it a productive one.
15 July 2026
July marks the beginning of tax return season for millions of Australians. While many people are eager to lodge as soon as possible, taking the time to review your position and ensure you've captured all available deductions could make a significant difference to your overall tax outcome.