partners for life
Posts Tagged ‘review’
Responsible Investing – Understanding Your Options
July 22nd, 2022A lot of what we do in life is better done in a responsible way – driving, raising kids, the whole lot. Investing can be the same, but it is critical that investors understand their options on how they can have their money invested in portfolios that prioritise shares deemed “responsible” from an environmental, socialread more
Scams and Fraudulent Investment – Protecting Your Wealth
June 1st, 2022In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
Is it Time for a Brand Refresh?
May 6th, 2022Throughout the journey of owning and operating a business, things change all the time. Customers come and go, demand for what your business provides can fluctuate, or more recently a global pandemic can force significant changes to how businesses operate. What tends not to change so often is a business’ brand. A brand refresh canread more
A Guide to Refinancing Your Business Loan
April 8th, 2022As we covered in our recent guide to refinancing your home loan, changing circumstances should prompt a review of your loans with a view to getting the best deal you can – and your business loan is no different. Business owners can attest to the importance of maximising cash flow, reducing overheads and boosting theread more
Preparing for Retirement – Financially and Beyond
March 25th, 2022As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more
WA Property Market Update March 2022
March 16th, 2022Since our last WA Property Market Update in February, we’ve finally seen the State’s border open up (in early March), ending the debate and waiting game around when in 2022 that might occur. Now that the hard border has come down, it appears that the sharp rise in COVID cases has been arguably less severeread more
Re-Engaging Inactive Customers for Your Business
February 25th, 2022“It costs 5x as much to attract a new customer than it does to keep an existing one” – you’ve probably heard something along these lines when it comes to customer retention. While that figure varies in different industries and businesses, it does highlight the importance of giving your existing customers a great experience andread more
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today