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A year full of adventures

Welcome to our first newsletter for 2019. We hope your year is filled with plenty of adventures.

We kick off with some important things to consider before joining your finances with a partner. We also provide some key questions to consider when planning for retirement.

If you run a business, our article about saving for retirement is a must-read. And, we provide some handy cost-saving tips for running a car.

We've also included a list of stress-busting, calm-inducing foods that you can keep on hand when you are feeling under the pump.

If you would like more information on any of the articles below, please contact this office on 07 3844 3899 or


Mary Kelly

What couples should know about joining finances

At some point in your relationship, chances are you might end up talking about sharing money. Every couple is different, but here are some tips to make sure it's right for both of you.

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Planning for retirement

Many Australians will spend decades as retirees, that’s time spent working, travelling or spending time with their families. Planning for retirement now will ensure you’re able to live the way you want.

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How to save for retirement throughout your life

If you run a business, no matter what size, it’s never too early to start building your retirement income, ensuring a healthy financial future. We help you make the most of the opportunities at every stage of your life with our go-to guide. 

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​Cost saving tips for running your car

You want to keep the cost of running your car down so you don’t end up drive your finances into the ground. Here are some handy saving tips to help.

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9 Foods You Should Eat The Moment You Feel Stressed

If you’re feeling stressed and overwhelmed you may reach for certain foods to make you feel better. This is not a problem, so long as the foods, you’re eating are actually helping you manage your stress and not making the situation worse. 

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