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Financial Goal Setting

Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

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Planning for life and its ups and downs is the first step. The first of our four-part The Woman Series, here’s what we covered:

Receive award-winning information from Shannon Smit, financial adviser and winner of Women In Finance Financial Adviser of The Year 2021 and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite you to join our free webinar series and take control of your finances, regardless of your age or financial position.

Coming Soon

29 Nov

Unraveling Payroll Tax: Common Blunders and Grouping Dilemmas for Small Business Owners

We'll dive into some of the everyday mistakes and tricky grouping issues that small businesses often encounter when dealing with payroll tax.

24 Nov

Effective strategies for managing cash flow in trades businesses

Maintaining control over cash flow is undeniably a complex balancing act. It's a challenge that lacks a quick and universal solution.

24 Nov

10 reasons why it’s time to change accountant

This article aims to shed light on red-flag indicators that may suggest it's time to consider changing accountants, providing insights into the reasons behind such a decision.