Share     Facebook icon Twitter icon Twitter icon

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

Are you struggling to understand the superannuation lingo? Are you trying to budget but fail to get in front? Do you wish to have a better understanding and increase your financial knowledge? Do you wish to invest but don’t know how? Well this workshop is for you. Lisa Farnell, Certified Financial PlannerTM who has been working in the Financial Planning industry since 1999, is on a mission to help you understand your financial issues.

This workshop is being held on the 9th of April, from 9.15am to 2.30pm at The Geraldton Yacht Club.

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.