When it comes to managing family wealth across generations, there’s no one-size-fits-all approach. For some, a trust can offer a thoughtful and flexible way to support loved ones, protect assets, and plan for the future. At its core, a trust is a structure that separates the control of assets from their ownership – allowing for...Read More

We’re proud to be a sponsor of the upcoming FBAA Queensland Member Event, taking place on Tuesday, 2 September 2025, at Extraction Artisan Coffee, Slacks Creek. This event, hosted by FBAA’s QLD State President, Scott Beattie, is a fantastic opportunity for brokers across all experience levels to come together, build stronger networks, and gain real-world...Read More

Estate planning isn’t just for the wealthy or elderly – it’s something everyone should consider. Without a clear plan, you leave your loved ones to deal with unnecessary legal battles, financial stress, and uncertainty during an already difficult time. Did you know, nearly 60% of Australians don’t have a Will or Estate Plan?Whether you’re young...Read More

A financial adviser helps you manage your money, but it’s not just about picking investments. Like most things in finance, the details make all the difference. What is a Financial Adviser? A financial adviser helps individuals manage their finances by offering expert guidance on budgeting, saving, investing, and retirement planning. They work with you to create a...Read More