TELL US A BIT ABOUT YOU

THE FUTURE THINKERS

“Where do I start with this?”

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THE STARTERS

“We’re earning good money now, but where does it all go?”

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THE BUILDERS

“We’ve got so much on, we really need to get organised”

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THE ACCUMULATORS

“Oh Cr*p only a while to go now, we really need to get serious.”

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THE SUNSHINER'S

“How long is it going to last? We just need someone to look after us.”

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THE BUSINESS OWNERS

“How do I make the business work for me, and how do I balance business and personal finances?”

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TYPES OF SERVICES WE OFFER

ONE OFF ADVICE

Designed to get you out of trouble quickly or to handle just one aspect of your money

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INITIAL ADVICE

Get a plan together and make a start on your way with it.

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ONGOING ADVICE

Have your money working for you always. Check in, review and make changes often to keep everything smooth.

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ACCOUNTING SERVICES

Whether it’s the lodging of tax returns each financial year or more in-depth accounting for your personal finances, we can help.

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MEET THE TEAM WHO HELP YOU

THE WRIGHT ADVICE

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

Emergency Fund

Do you have an emergency fund? Here’s why you need one

| Uncategorized | No Comments
In the depths of the COVID-19 crisis many people are spending time with that horrible phrase “If Only”. Remember when you spent the last of your cash buffer on that 60 inch all singing all dancing television? You may have…
Why ithe market is going up during COVID-19?

Why the market is rising during COVID-19?

| Investments | No Comments
Since March 23 we have seen an increase in the value of the ASX 200 of around 25% and in a previous article, I explained how markets always look forward rather than backward (see here). It all seems so logical…

Investment Green Shoots or Late Frost? That is the question.

| Investments | One Comment
Are investment markets showing the first green shoots or could there still be a late frost? As I am writing this in my self-isolated home office on 1 st May 2020 it is currently 5 degrees outside with very strong…