You’re likely in the spirit of giving this Christmas, but how’s this for generosity … Graziella Leong, an elderly supermarket matriarch in Vanuatu sent her Australia-based brother nearly $33 million in gifts over 10 years. Australia’s tax office claimed the money was “income” and wanted its cut, but a federal court judge has found […]
The demise of Dixon Advisory … a cautionary tale
The world of finance is no stranger to the cautionary tales of fear and greed. The recent collapse of one of Australia’s biggest financial advisory groups, Dixon Advisory and Superannuation Services, is an unfortunate example of how greed and professional misconduct can have lasting and devastating consequences – particularly for individuals who place their trust […]
Then and now: comparing apples with Apple
They say that the best time to plant a tree was 20 years ago. It was also a good time to have bought shares in many of the big companies that now dominate today’s market. If only we knew. For some of us, 20 years ago may not seem that long ago. Many of us […]
Nigel & Helen
Nigel & Helen are a great team. Life ran smoothly for them, with a good balance between work and family. However, they found preparing for retirement wasn’t easy. Nigel & Helen had discussed what they were retiring FROM. But not what they were retiring TO. They knew their numbers but hadn’t discussed anything beyond “do […]
Peta & David
Peta and David had been married for over 40 years, when David was diagnosed with cancer and sadly passed away. Faced with uncertainty about who to trust and having to make critical financial decisions alone, Peta contacted us. We took the time to listen to Peta and gained an understanding of the issues she faced. […]