Strategic Advice

At the core of all financial planning are the strategic decisions we all face regularly during our lives.  Decisions such as buying a new home, starting a business, when we can retire and when to pay down or to take up debt.  No matter how well we all plan life throws us curve balls from time to time that cause us to have to reassess our strategies.

We help you make these big decisions bringing our experience and knowledge to discuss the pros and cons, showing you the differences between acting now or later and how to best structure your finances.  It keeps you accountable and limits the stresses.

Scenario modelling and projections are tools which our advisers use to help developing strategic plans.  Some clients prefer the intricate details of tables and graphical representations of the potential future, others love flow charts or a simple explanation mapped out on a white board.

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Latest insights

Let’s play a little game. Imagine waking up tomorrow to find you’ve won the Powerball. Not just a few thousand dollars—but millions. Your bank account is suddenly overflowing, and the world feels wide open. You could pay off your mortgage, travel the globe, help your family, maybe even quit your job. It’s exciting, right?
Australia’s largest company by market capitalisation on the ASX is CBA and with a P/E ratio of over 30 times, the CEO Matt Comyn has a hard job ahead of him to meet the lofty expectations of the investor masses and keep profitability growing at record levels, particularly when the closest banking competitors have P/E’s that are roughly half.