Super Inheritance: How to Keep the Tax Bill Down

by Matt Hale

It’s easy to assume your super will be sorted the same way as everything else you leave behind, but it follows a completely different process. Super doesn’t automatically pass through your will, and who receives it depends on how you’ve set things up. Nominating beneficiaries is a key part of making sure the right people […]

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Want to Build Wealth? Start With These Proven Tax Strategies

by Matt Hale

Paying tax is part of life, but that doesn’t mean you should pay more than you need to. With the right planning, you can reduce how much tax you owe while putting that money to better use elsewhere. In Australia, there are several legal tax strategies that make this possible. This article breaks down some […]

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Lester Acasio

Client Service, Financial Planning

Lester is Rebecca’s right-hand man. He is a massive part of our financial planning clients’ journey from onboarding to implementation. Alongside that, Lester provides incredible energy & is our go to for pre-meeting pump ups!

Meet the rest of the team