Monthly archive for June 2019

Recap of budget proposals past

On June 18, 2019   /   Estate Planning, Financial Advice, Latest News, Retirement Planning, Superannuation  
Recap of budget proposals past

The Federal Budget this year was more of a non-event for financial services, despite plenty going on in the industry. However, the 2016 budget included changes to Superannuation which received broad media attention with a few changes now offering opportunities to implement strategies with our clients.

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Not another financial year end health check

On June 7, 2019   /   Financial Advice, Investment, Latest News, Superannuation, Wealth Creation  
Not another financial year end health check

As we near the end of the financial year it is a good opportunity to check in with your financial goals.  Unfortunately, all too often we leave it too late, typically when our tax return is due, but pre 30 June is a good opportunity to ask

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Ocean Advice

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Marquesas North, First Floor
17/247 David Low Way
Peregian Beach, Qld, 4573

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PO Box 114
Coolum Beach QLD 4573

Phone 07 5471 2099

ABN 54 168 712 052

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