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Here we are in the final quarter of the year. Where did the time go?

Our first article is an overview of different investment types and things to consider when choosing an investment.

Getting married is one of the most important days in your life and it doesn’t come cheap. Here are some tips to help you save for your big day.

Lately, markets have been quite volatile. We’ve provided some insights to help you remain focused during a downturn.

With recent legislative changes to superannuation, some 800,000 working Australians now have the right to choose which account their super is paid into. Small decisions can have long-term impacts.

And finally, we discuss how you can find a work/life balance and help maintain it.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 9279 2001 or email

Kind regards,

Pawan Luthra

How to find the right investments to help reach your goals

To invest well, you need to find investments that fit your financial goals, investing time frame and risk tolerance.

Get an overview of the different types of investments so you can find the right ones to reach your financial goals.


Setting financial goals as a couple

Tackling financial goals together can help a couple understand each other’s priorities, develop good saving and spending habits, as well as create the kind of future that works for you both.


Coping with market volatility

Recent volatility in investment markets can be frightening when you're saving for retirement, but one of the key lessons from history is that volatility is a normal and necessary part of investing.


Your super fund, your choice

Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.


How to avoid burnout and find balance

Owning a small business is not for the faint hearted. Mindset and Business Coach, Janelle Briggs, shares how you can get your life back in balance, and keep it that way.