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Welcome to the 2021/2022 financial year!

Investing can be a tricky landscape to navigate. Some of us take the plunge into the investment world easily, while others may hold back due to a lack of knowledge. Firstly, we’ll explain why people fear investing and how to potentially overcome those fears.

Our next article looks at the superannuation changes recently announced in the May 2021 Federal Budget. A few changes commenced on 1 July 2021, while others are expected to begin on 1 July 2022. It is important to understand how these changes may affect you.

There are so many options when it comes to securing finance for a small business. We’ve provided seven tips to help you prepare for a loan application.

Over the coming decades, we’ll see the biggest intergenerational wealth transfer in history. Understand why there is such an increase in wealth transfer and how to plan financially for an inheritance.

With some of us still working from home regularly, finding the right balance between work and family can be difficult. Can you switch off at the end of the day or do you continue working to please your boss? Excessive hours can lead to burnout so it’s important to realise there needs to be a good balance between the two.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (07) 3343 9228 or email

Kind regards,

Stephen Nielsen

How to overcome your investment fears

Are you thinking of investing but feel held back? Here's how you can overcome some common investment barriers like not knowing what to invest in or how much money you need to begin. Read full article >>

New financial year rings in some super changes

There are some big changes to super from July 1 this year that could seriously boost your super, so it pays to be informed. Read full article >>

Seven Tips For Securing A Business Loan

Securing a business loan in Australia isn’t necessarily difficult but knowing how to navigate your way can be the difference between success and failure. Read full article >>

Preparing for the biggest wealth transfer in history

The next 20 to 30 years will see the biggest intergenerational wealth handover in history, predominantly between 'baby boomers' and their heirs. So why is it important to discuss inheritance planning with your family if you fall into this group? Read full article >>

Life is a balancing act

Do you sometimes feel that your life is a balancing act? Read full article >>