financial planning & lending specialists 03 9686 4976







Why Banks Are Raising Rates

Learn why banks are raising rates outside of the RBA's decisions on interest only loans. Should you switch to principle & interest repayments?

READ MORE >

Melbourne Lockdown - What It Means For You

As Melbourne re-enters stage three lockdown for six weeks, while the rest of the nation continues to emerge from hibernation, let's look at what’s been happening and what it may mean for you and your loved ones.

READ MORE >

Why you have to see your investments as long term

We’ve recently seen growth investments (like shares) drop as a result of the current COVID-influenced economic downturn. This has prompted some investors to question their shareholdings, such as would they be better off just holding cash?

READ MORE >

What happens at settlement?

Settlement is the final process in the exchange between buyer and seller before picking up the keys!

READ MORE >

What does being a guarantor mean?

it's a term that's bounded around a lot, but what role does a guarantor actually play?

READ MORE >

Things Can Only Get Better

For those who reside in Victoria, it has been a tough time. The isolation of a Stage 4 lockdown is confronting and the ongoing reinforcement of the impacts of the virus on our lives has obscured what we believe is a growing light at the end of the tunnel – both at a community level and in an investment context.

READ MORE >

Interest Rate Update - Josh Durrant

The RBA may have held the official cash rate at the first spring meeting, but interest rate changes continue in the home loan market:

READ MORE >

Avoid The DIY Will Curse

A DIY Will Kit may seem like a cost effective approach to your Estate Planning now, but if not executed correctly, your family could be faced with significant legal expenses, long delays and unnessisary stress. Is that really the legacy you want to leave behind?

READ MORE >

The mortgage broking process…

So you’re interested in getting on the property ladder – but what steps should you take next?

READ MORE >

The Smith Family Corporate Triathlon

This Sunday, 18 members of our team are competing in the Corporate Triathlon to raise much-needed funds for The Smith Family.

READ MORE >

RBA Holds Rates, Will Your Lender?

At its March meeting, the Reserve Bank of Australia elected to keep the official cash rate on hold at 1.5 per cent. However, changes are happening in the market...

READ MORE >

What's your investing style?

Do you lie awake at night worrying about how your super or other investments are performing? Or are you comfortable with short-term volatility in order to pursue long-term growth? Learn how well-diversified portfolios are constructed based on your appetite to risk in our infographic.

READ MORE >