Financial Planning in Canberra

Obviously since I am based in Canberra, most of my clients are also from Canberra. Any run-of-the-mill financial planner can provide their clients with generic financial advice that usually applies no matter where they live. However my financial planning advice is tailored towards people that live in Canberra, people that are looking to retire in Canberra and/or people that are already retired and living in Canberra.

Below are a constantly evolving series of articles written by me that discuss financial planning specific to residents of Canberra, along with public servants.

Latest Financial Planning News

  • Our website is really our digital office.

    Coming to our digital office means you can visit us at any time without moving, you family and friends can to.  You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more.  Drop in anytime!

  • Bitcoin – is it really for you?

    If I could sum up the contents of my junk emails over the last 12 months in a single word it would be: Bitcoin.

  • Spread your money, reduce risk

    Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs in one, or just a few, baskets. 

  • Love and money? It’s not about control

    While talking about money is not the most romantic way to spend an evening, it's worth putting some time aside to explore shared goals and the way you manage your money as a twosome.