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When Should You Set Up a Trust for Investing
Wondering if a Trust is the right move for your investments? In this episode, Amy Lehmann and Robert Goudie break down when (and why) it might be time to set…
Phases of Retirement: Go Go, Slow Go, No Go!
“Increase the memories to reduce the regret” – Rob Goudie From the adventurous “Go-Go Years”, to the reflective “Slow-Go Years” and the contemplative “No-Go Years,” we explore the three phases…
Is a SMSF right for you?
In this episode, Rob and Amy break down the essentials of Self Managed Superannuation Funds (SMSFs) and explore whether they are still a viable option for managing your super. They’ll…
Insights from Real-Life Client Success Stories
In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations…
