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Serving the Parramatta community since 2008, we partner with you through your entire financial life journey.

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All the latest

Balancing Risk and Reward in Your Portfolio

Investment risk is tightly linked to return. Not taking on sufficient investment risk can expose investors to other risks. This article looks at achieving the right balance. It includes a case study to explain.

We helped our kids, now we’ve lost our money – avoid our mistake

This article uses a case study to highlight the risks of lending money to family without proper financial planning. It explores how a lack of formal agreements and professional advice led to significant financial loss and family conflict, and outlines steps that could have prevented these issues.

Inflation vs. your savings: The ultimate showdown!

This article helps readers understand the impact of inflation on savings and investments. It shows how cash and low-risk investments can be eroded by inflation, and focuses on the value of a diversified investment approach to safeguard against inflation’s effects.

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