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Welcome to our latest newsletter

Spring is just around the corner and we are looking forward to some warmer weather on the way.

In this edition, we start by looking at some of the simple ways you can "spring clean" your finances.

We also look at the benefits of making additional payments to super that will help achieve your lifestyle goals in retirement and have included an article on how to judge the performance of a super fund.

Finally, our newsletter explores the notion of emotional investing and how it can impact portfolio performance.

If you would like more information on any of the articles below, please contact this office on 02 6332 3787 or


Jason Vials

7 tips to spring clean your finances

As spring arrives, cultivate good financial habits and set yourself up for a rosy future. Read full article >>

Give your future self a pay rise!

Topping up your super early will help you get one step closer to ensuring you achieve your lifestyle goals for your post-work years.

Read full article >>

Judging a super fund's performance

Being able to judge the performance of your super fund will help you make good decisions about your retirement savings.

Read full article >>

How emotional investing can affect investment outcomes

Learn how emotional investing can influence investor decisions and how to guide clients with strategies that will work to best achieve their goals.

Read full article >>