Site Manager

We’re Hiring!!!

We have an opportunity for you to be part of the next phase of our exciting growth! We are currently hiring for a:   FINANCIAL SERVICES CLIENT ADMINISTRATOR – FULL-TIME   A day in the life: You will assist us as we provide advice to clients across a range of key areas including cash-flow management, …

We’re Hiring!!! Read More »

5 myths of life insurance

The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…)

When it comes to protecting yourself and your family the most important thing is to get the facts and take the mystery out of your financial protection once and for all. Most people are surprised at how financially exposed they are and the right life insurance policy at the right price can be critical at …

The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…) Read More »

Offset your investment losses

You lose some, you win some… Offset your investment losses against Capital Gains Tax

By Cleona Kinahan M.Sc CFP® QFA FLIA Did the Property crash in 2009 affect you? Have you suffered CGT losses in the past that you have forgotten about? Have you ever crystalised a loss on bank shares? Or any shares for that matter? Offset your investment losses against current gains to reduce your tax liability. …

You lose some, you win some… Offset your investment losses against Capital Gains Tax Read More »

Scroll to Top