Tax
Australians carry significant debt. That is not news. What surprises many people is how normal it has become. We regularly meet families in Mildura earning solid incomes, owning their homes, […]
Read More →
Negative gearing is one of the most widely used strategies in the Australian property market, despite the fact that it involves intentionally incurring a financial loss. While this might sound […]
Read More →
Every year in our Mildura office, we see the same pattern. In early June, the phone starts ringing. “Is there anything we can still do before 30 June?” Sometimes there […]
Read More →
As we move through the 2025–26 financial year, small businesses across Australia are already thinking about 30 June 2026. In Mildura, we see it every year. Harvest wraps up, tradies […]
Read More →
Building wealth is a journey that requires dedication, smart investments, and years of effort. However, accumulating assets is only half the battle; preserving wealth and ensuring it benefits your loved […]
Read More →
When I first delved into the world of superannuation, I viewed it as a basic savings vehicle—something to tick off the list when planning for retirement. But over time, as […]
Read More →
Since the Royal Commission, billions of dollars have been returned to Australians who were charged fees for no service or given poor financial advice. For many families across Mildura and […]
Read More →
Rental property remains one of the most common investment strategies we see across Mildura and regional Victoria. From young families buying their first investment unit to long-term orchard owners diversifying […]
Read More →
Across Australia, more than two million investors own rental properties. We work with many of them here in Mildura and the broader Sunraysia region. Some hold one investment home. Others […]
Read More →
Navigating the financial landscape after the loss of a loved one can be a stressful and emotional time. While dealing with grief, the last thing many beneficiaries want to think […]
Read More →
Call: 0407 418 209