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In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins…

Finding your ideal Financial Adviser
In this episode, we walk you through the essential steps to finding the right financial adviser for you. From using online tools (like Adviser Ratings and Google Reviews), and seeking recommendations from…

EOFY Checklist: What’s Worth Thinking About Now
With 30 June fast approaching, Rob Goudie and Rachael Todman run through a few key things to think about before the end of financial year. From topping up your super…

What are the risks of small cap stocks
In this episode, Rob and Amy explore the risks of investing in small cap stocks. While these companies offer the potential for significant long-term growth, they also come with higher…

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…