Our team volunteer in a variety of ways within local community organisations, doing everything from lending a hand to flip sausages to providing pro bono professional assistance.
There is just something nice about helping out others.
We also like to provide financial support to a wide range of charities and organisations as well.
Over the years we have done plenty of fun things to raise money, such as growing a Mo for Movember, organising the Oaks Day lunches, Biggest Morning Tea and attending Charity Balls with clients but to name a few.
And sometimes its good fun to just hand over a big novelty cheque!
Winner of the 2023 Barry Lambert Community Award
The Barry Lambert Award recognizes our outstanding fundraising and volunteer work in the community and with over $77,000 in donations last year, we were recognized as the deserving winner who stood out in a high-quality shortlist of finalists.
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And while living well in to your 80’s or 90’s is not an unrealistic expectation, the reality is some of us won’t make it that far.
If you were not around, what impact and changes would that mean for your spouse, children, family and co-business owners.
If you were to die would your family be financially better off, worse off, or the same?
Life Insurance won’t bring you back, but it will provide a lump sum to clear a mortgage and other debts such as business loans or credit cards, cove the funeral costs and most importantly provide a remaining lump sum which can be invested to replace your lost income earning capacity
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Before they sold out polaroid freegan four dollar toast marfa lo-fi wayfarers subway tile fixie kale chips biodiesel. Woke try-hard prism brooklyn, slow-carb trust fund fashion axe intelligentsia kitsch bespoke banh mi.
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Proatively keeping our customers ahead of the pack.
Establishing Key Performance Indicators to track the critical success factors of our customers businesses
Identifying opportunities for our customers business’ growth and improvement rather than simply ‘crunching’ historical figures.
Assisting to build and manage wealth for our customers whilst complying with statutory requirements.
Charging a yearly, all inclusive fee paid monthly, rather than an hourly rate thus offering you better value and service.