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About Us
About Us
We are a boutique specialist financial planning firm based in Albury Wodonga.
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Meet our Team
Client Testimonials
What We Do
What We Do
We focus and specialise in pre-retirement and retirement planning and aged care consulting
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Financial Planning
Steps We Take
News
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Featured News
01 March 2025
Staying steady: managing emotions and maintaining focus during market volatility
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All News
01 April 2025
Digital literacy in retirement: embracing tech in the golden years
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01 March 2025
Staying steady: managing emotions and maintaining focus during market volatility
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01 February 2025
Do you still have to worry about tax in retirement?
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01 January 2025
Making the most of the year ahead: reflecting on 2024 & setting a course for 2025
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01 December 2024
What’s the difference between binding versus non-binding beneficiaries
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01 November 2024
Will you need to sell your home to fund aged care?
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