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Welcome to our latest newsletter

School is back and 2018 is in full swing! We are excited about the year ahead and look forward to assisting you reach your financial goals.

We would like to take this opportunity to welcome Cindy Jones to our team. Cindy will initially be working Tuesdays and Thursdays and has previously worked in the financial planning industry. 

In our February newsletter, we look at ethical investing in superannuation and why it's important to look beyond share prices. We have also included an insight into investing in 2018.

We outline four key financial issues that women face and some things women can do to improve their long-term financial position. 

Finally, we provide some tips for managing your mobile phone.

If you have any questions about any articles in this newsletter, or would like to speak to one of our team, please contact us on 08 9964 9000 or email

Kind regards,

Lisa, Helen, Norm & Michael

Financial Empowerment For Women Workshop

After the success of the first Financial Empowerment Workshops for Women By Women we can announce the date for the next workshop is now set.

A workshop for women (run by women) where we explore why we feel like we do with money and why we may make decisions that aren’t always good for us. We provide some basic financial literacy skills to help you navigate your budget, superannuation, life insurance, tax, debt and estate planning. We work on how you might go about sorting things out and planning for your future (financially). It’s really designed to empower women to feel confident (and not stressed) about money!

This workshop is being held on the 16th November, from 8.45am to 2.45pm at Pollinators on Marine Tce.

Tickets cost $65 (concession cards welcome)

Tickets available at:

For more information call 08 9964 9000 or email

Ethical investing – putting your super where your heart is

Millennials – take a bow. Not only are you concerned about how your super is invested, you are more likely than other age group to act on your beliefs when choosing a super fund.


Beyond share prices

Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).


The financial difference for women

So what are the areas where women lag financially, and when it comes to retirement planning, what can be done?


2018: A balancing act

Fidelity's Investment Director, Tom Stevenson, shares his thoughts on investing in 2018.


The financial implications of technology

The cost of mobile phones and other devices is often not in the purchase but in the upkeep, and as many teenagers are discovering (many too late), mobile phones can lose them a good credit rating even before they’ve left school.