by Paul Thewlis | Jul 24, 2025 | News
By Jonathon Tainsh – Senior Financial Adviser, People + Partners Wealth Management By Tatum West – Senior Manager, People + Partners Wealth Management Tax & Accounting “Wealth rarely survives three generations.” You’ve probably heard that before. Here’s the data... 
by Paul Thewlis | Jul 10, 2025 | News
By Peter Richards, Financial Advisor – Sydney If you’re 59 or older and living in Australia, it’s time to take a serious look at your superannuation. You might not know this, but once you hit 60, a whole new set of opportunities opens up. You’ll be... 
by Paul Thewlis | Jun 23, 2025 | News
Major life events that lead to death, disability or trauma have the potential to transform your family’s life. The decisions you or another family member make (or choose not to make) about the adequacy of your insurance, are those sliding door moments, that could be... 
by Paul Thewlis | Jun 2, 2025 | News
By Jesse McPherson You’ve no doubt heard the phrase “Bank of Mum and Dad” tossed around in the media where the tone makes it sound like a new-age trend. But in reality, it’s been around for as long as home loans have existed. What’s changed is the scale. At the same... 
by Paul Thewlis | May 9, 2025 | News
By Gary Marsh Let’s be honest. The financial media isn’t there to help you invest wisely. It’s there to get your attention. And to do that, it needs headlines that make you click. Headlines that stir your emotions—usually fear or greed. That’s how media companies sell... 
by Paul Thewlis | Apr 24, 2025 | News
By Tatum West All of us we have tax obligations from the moment we earn an income until after we pass away. Tax planning is about staying ahead of the tax obligation game. That means knowing the rules (and watching out for changes), structuring ahead to optimise your...