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  • Welcome
  • About
  • Contact
  • How Can We Help?
    • Consulting
    • Mortgage Broking
    • Mediation
    • Case Studies
      • One We Prepared Earlier
      • Succession in Progress
      • Planning for our future
  • Resources
    • Insights
    • Task Cycle
  • Our Community
    • Community Support
    • Rosalie Dibben Photography

Category Archives: Finance Reviews

Get Set for 2016

Finance Reviews, Insurance, Lending, Mortgage Broking, Retirement, Succession, SuperannuationBy spacecadetFebruary 8, 2016

Setting aside time to review your finances is important.  It’s also one of the easiest ways to keep your plans on track so that you may achieve your financial goals.  Goals which might include an immediate solution for making ends meet or longer term goals that might include sorting out an appropriate succession plan for…

Happy New Financial Year

Credit Advice, Finance Reviews, Lending, Mortgage BrokingBy spacecadetJuly 1, 2014

Being stuck in the office isn’t quite so bad when the weather is cold outside. We’re about to make one client’s new financial year quite happy after reviewing tenders from interested lenders. We have found a package that has the potential to save them almost $55,000.00 over 5 years! Call us for a review to…

The Benefits of Checking Your Bank Statments

Finance Reviews, InvestmentBy spacecadetDecember 13, 2013

Friday’s my day to get my own bookwork up to date. I have been monitoring my business card statement with ANZ and noticed that they had been charging interest on a correction that was processed in October. I rang the Commercial Card Help Desk and they were able to help me get the problem fixed.…

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