Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Wealth Management

In focus: Tony Kelly

Recently we sat down with Tony, a client and a friend, to find out more about his remarkable career and to get an update on his exciting new business venture.

How to help your kids get into the property market

While other 70-year-olds may be planning exotic cruises or luxurious overseas holidays, state government veterinarian Colin McQueen continues to clock in at the Ararat export abattoir as he works to pay off the last of the three homes he bought in Melbourne’s inner northern suburbs for his adult children.

Reframe your thinking and take control of your future — part two

In Part One of our discussion on reframing we considered the benefits of thinking about your income as an asset. Turning now from income to your investment assets, it can be equally valuable to reverse your thinking when it comes to your personal balance sheet.

What do cricket and your personal finances have in common?

By John Barton
Here's a new way to think about your finances - it's just like cricket. I'm thinking of Adam Gilchrist and Geoff Boycott. Gilchrist was the big-hitting former Australian batsman — lots of runs in quick time. Very exciting to watch. Boycott was the dour, careful Englishman of a generation ago. Again, lots of runs but not much excitement.