Independent Financial Adviser

Independent Financial Adviser

Financial Safety Net
Cast your financial safety net Along with diet and exercise, getting ahead financially makes it onto many wish lists year in and year out. But a brighter financial future is likely to remain a pipe dream without a back-up if things don’t go to plan. Read more
Is your dream retirement in reach? Planning your dream retirement can be an exciting time. The chance to travel overseas or around Australia without having to rush back to work, time to pursue new hobbies, learn a language or spend time with the grandkids. The possibilities are endless, but what will it cost? Read more
Dennis IFAAA Symposium 2018
IFAAA Symposium 2018 In October this year, Dennis attended and participated in a panel at the IFAAA Symposium in Canberra. Read more
Online retail growth
Keep your cash flowing As we head into the Christmas holiday season you are most likely looking forward to some relaxing times ahead, but one thing that should not be taking a break is your cash flow.

Invariably there will be a blowout in your personal spending over the Christmas period on food, presents and holidays, while the normal household bills keep rolling in.

It’s much the same for businesses. It can be all too easy in the busy lead-up to Christmas to let chasing bad debts and invoicing clients take a back seat. But if you don’t act now, you may not see any cash until February. Meanwhile your regular bills will still be coming in and wages will also need to be paid.

So what can you do to make the holiday season financially stress free? Read more
Avoiding the holiday debt hangover
How to avoid the holiday debt hangover We’re coming up to the festive season and for all its fun and frivolity, it’s also a time when we loosen the purse strings to accommodate the excess.

We all know there’s nothing worse than starting the new year with unpaid debt. Making a solid plan for your silly season spend can make a big difference and will help you avoid a holiday debt hangover. Read more