Search Apt.

Blog Article

ANZAC Day 2019

ANZAC Day: It’s one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who’ve helped protect the wonderful country and way of life we enjoy today. A day to celebrate everyday Australian values – mateship, courage, and sacrifice – values that are still alive […]

Read more

Blog Article

Going Cashless: Is this the end of the banknote?

Australians are using less and less ‘real money’ in every facet of life; from the supermarket checkout to public transport and even the church collection plate. And while cashless payment once meant getting out the debit or credit card, today it often means getting out the mobile phone. With the rise of apps like Apple […]

Read more

Our People

Ebony Rice

As Receptionist in our Melbourne office, Ebony is responsible for initial client contact, assistance and support to her colleagues in general administrative duties. In conjunction to this, she also assists with the smooth running of the day to day schedules of our Financial Planners. Ebony came from a Hotel Management background where she was responsible […]

Read more

Blog Article

Is socially responsible investing an effective strategy?

Socially responsible investing, also known as ethical investing, is essentially about making an active choice to invest in options that align with your personal value system. Most of us would agree, in theory, that we wouldn’t support unethical or illegal practices, such as child labour or environmental destruction, but sometimes we inadvertently do – by […]

Read more

Blog Article

How proposed changes to franking credits could impact your retirement savings

In an election year, there is always speculation about proposed policy changes and what they will mean for us. This year, the big issue for many Australians, particularly retirees and those nearing retirement, is the proposed changes to taxation treatment for some investment assets, particularly changes to franking credits. The direct impact on you will, […]

Read more

Blog Article

Aged care: Planning can make all the difference

An emotive topic, aged care is something that most of us will need to consider in our lifetime. As our parents and grandparents reach an age where living without care becomes difficult, it can bring up a range of questions and challenges to consider. Aged care in Australia There are approx. 3.7m Australians aged 65 […]

Read more

Our People

Damian Power

Having run his own business for many years before moving into the mortgage broking and finance industry, Damian has a strong client focus and keen desire to find, coordinate and deliver best solutions. Damian is committed to best practice and keeping current with market conditions, his qualifications and more than 3 years of experience as […]

Read more