Career Single?

… a time of enjoying life now while building wealth for the future.

Family Time?

… a time of big commitments, responsibilities and conflicting objectives.

Love Found, Estate Lost?

It is important to be open an honest about your finances, even if you are starting a new relationship in later life...


… a time to build wealth and prepare for retirement.


… a time to enjoy the fruits of past labour and sacrifice.

Starting Out?

… a time of few responsibilities and unlimited potential.

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Quote of the week

Always be a first-rate version of yourself, instead of a second-rate version of somebody else.

Judy Garland

Fact Finder

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Phone (03) 9814 9333
Fax (03) 9814 9366
Email [email protected]

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Blackburn North,
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Latest Update

Financial Services Guide

Download latest Financial Services Guide (FSG) here

Financial Services Guide (PDF)

'Love Found – Estate Lost' Presentation

For those interested in downloading our ‘Love Found – Estate Lost’ slides, please click below:

‘Love Found – Estate Lost’ Presentation (PDF)

Rob after another successful presentation on
'Love Found, Estate Lost'

Four TED talks to help you become a better investor

1. Learn to delay gratification

In a Stanford experiment, 4-year-olds were left alone in a room with a marshmallow and told that they’d be given a second if they could resist eating the first for 15 minutes. Without too much surprise, two-thirds couldn’t fight the temptation. But when the experimenters checked on the kids a decade later, those who had the self discipline were more successful in many other aspects of life. Author Joachim de Posada explains the importance of delaying gratification in this short and enjoyable talk.

Click here to watch the video

2. Accept that you are irrational

Behavioral economist Dan Ariely lays out a series of experiments that demonstrate just how messed up our decision-making can be: We don’t save, we favour the default, and we follow the crowd. But when you accept your limitations you can start to build around them.

Click here to watch the video

3. Stop fearing stress

Health psychologist Kelly McGonigal used to warn people that stress does you harm. And the research shows that it does – but only if you believe it does. In an experiment, people who experienced a lot of stress but recognised it was their body preparing them for action were immune to the negative effects. The next time the market plunges, this talk will help you get through it.

Click here to watch the video

4. Be generous

Researcher Michael Norton shows how money does, actually, buy happiness – but only when spent in a certain way. If you want to be happy, it’s not about choosing this product over that product – shift your focus away from consumption and start giving back to society. It will make you happier, and help those around you.

Click here to watch the video

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