Vlogs

Vlogs and tips to assist in shaping your financial future.

The importance of ongoing work

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Senior partner Michal Bodi explains the importance of regular client reviews.

Importance of the right focus in planning

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Senior partner Michal Bodi on importance of asking the right questions and focusing on variables we can control.

Market volatility and how to benefit

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Principal adviser and founder Bill Bracey proves that market volatility is to be embraced for successful investing.

Where can advisers add the most value

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Senior partner Michal Bodi explains the importance of investing in right assets in retirement planning.

Advantages of a family trust

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Principal adviser and founder Bill Bracey explains good reasons to consider family trust.

Process of transitioning to retirement

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Principal adviser and founder Bill Bracey explains how we help clients transition to retirement.

What is the real value of financial planning

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Director and senior planner Gary Winwood-Smith on benefits of good planning.

Where to start for retirement planning

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Senior partner Michal Bodi explains the importance of investing in the right assets in retirement planning.

Does money buy you happiness?

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Director and senior planner Gary Winwood-Smith talks on his experiences with clients.

Why invest and what principles to follow

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Senior partner Michal Bodi explains the reasons we invest and investment principles we follow.

Tax effective structures for investors

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Principal adviser and founder Bill Bracey on tax structures.

The importance of retirement planning

(Reading time: 1 minute)

Principal adviser and founder Bill Bracey explains the benefits of a good plan.