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Our advisers and support team are here to help you, every step of the way.

Tax James Cruz Tax James Cruz

Beat the clock at tax time

Every year around this time, a window of opportunity opens to help maximise your end of financial year tax strategies. And if you leave it too late, the chance to improve your financial position could go begging.

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Investing James Cruz Investing James Cruz

Blame it on the brain

When it comes to making investment decisions, research shows we are our own worst enemies, with our brains better hardwired for stone-age survival than complex economic decisions in the modern world.

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Financial advice James Cruz Financial advice James Cruz

Building trust

Investors are reaping the benefits of developments across the financial planning landscape.

Major changes to the way financial advice is provided are leading to a growing professionalism in financial planning.

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Estate planning James Cruz Estate planning James Cruz

The importance of having a valid will

If you are one of the many Australians who does not have a current will, your family could be left financially vulnerable if you were to die unexpectedly. Having a valid will is important for everyone, but it becomes particularly essential in the event that you have dependents or a family.

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