Demystify a lot of the industry jargon and explain things more simply, find useful resources links and forms to help you manage your finances

Useful Links

We've consolidated some of the most useful links - from Australian Tax through to education on behaviours that drive the success, knowing you have the right advisor and more...

Australian Tax Office (ATO) - www.ato.gov.au

Everything from personal tax, business tax and finding lost superannuation

 

Australian Securities and Investment Commission (ASIC) - www.asic.gov.au

Check the register to see if your Financial Planner is actually registered.

 

Your Best Interests (YBI) - www.yourbestinterests.com.au

Find out more about financial planning and watch our Principle Bill Bracey's recent feature in the YBI TV Show debut - Helen's Story and inspiring show dedicated to helping you make the right financial choices.

 

Adviser Ratings - www.adviserratings.com.au

Check to see how your Financial Planner rates.

 

Humble Investors - humblesavers.com/category/hitchhikers-guide-investing

Our Senior Financial Planner and Financial Coach, Michal Bodi, regularly contributes to a website which aims to demystify and simplify investing by focusing on the behaviours of investors.

Join us for a coffee and a complimentary chat about your financial goals.

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Get in touch or make an appointment

Edgecliff

Suite 13 / 201 
New South Head Rd
Edgecliff
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
Sydney
NSW 2000

02 9328 0876

Wollongong

Suite 5C / 52
Burelli St
Wollongong
NSW 2500

02 4229 8533