This is where clients work with us annually, and at the end of the 12 months, we will conduct a complete annual review. I thought I would show you what a typical review entails.

Just like your car or your health, your finances need ongoing attention to remain in top shape. If you’re not already meeting with a financial planner regularly, it may be time to fit it into your schedule.

The ins and outs of the proposed tax on high superannuation balances.