Tools & Resources

Below is a collection of tools and resources available to our clients, completely free of charge.

  • Financial Videos - a range if intersting and informative videos on a range of topics.
  • General Calculators - a collection of calculators from the MoneyWatch website by ASIC
  • Secure File Transfer - a secure method of transferring confidential documents online instead of e-mail

Latest Financial Planning News

  • 5 strategies for successful ‘work from home’ policies

      As Australian businesses implement work from home arrangements as part of their business contingency plans, managers need to consider how to accommodate telecommuting arrangements without sacrificing productivity and team dynamics, says one recruitment firm.  

  • A new crypto world is emerging - the non-fungible token

      What exactly are non-fungible tokens and why are they taking the internet by storm? Here’s a closer look at NFTs and how they work.   

  • Retirees aren’t sitting on their super: ASFA

      Despite some reports, the vast majority of Australians exhaust their superannuation in retirement according to data that flies in the face of the Retirement Income Review (RIR).  

  • COVID crash: one year on

      It's now been one year since the COVID-19 outbreak sent global markets into freefall. How have investors fared since the 2020 crash and what are the lessons learned?