Category: Service

Business Advisory

Rebecca HanifinRebecca is passionate about promoting the positive impact of quality financial advice on personal wellbeing.  Read her full bio here.

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Generations of family supporting each other
Business

Private Ancillary Funds

Rebecca HanifinRebecca is passionate about promoting the positive impact of quality financial advice on personal wellbeing.  Read her full bio here.

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A group of people in a meeting discussing strategies for employee financial wellbeing

Employee Financial Wellbeing

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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A mother holding her son after setting up the state planning strategy for the future.

Estate Planning

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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Happy young family having fun running on the beach at sunset after planning Life insurance strategies.

Life Insurance

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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Cheerful senior couple running in the countryside. The image refers to a Financial advisor for retirement.

Transition To Retirement

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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Couple on a romantic winter holiday while investing in superannuation strategies.

Superannuation and SMSF

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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A father and a mother carrying two children in a park while managing their financial account.

Accounting

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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A happy couple looking at blueprints of their new house. Planning Tax Minimisation Strategies

Tax Minimisation

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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A happy family having breakfast in the kitchen, discussing mortgage and borrowing plans for their dream home.

Mortgage and Borrowing

Brenton TongConsistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton helps his clients life a great life by making the most of their

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