Sarah Wang

Sarah is a senior paraplanner, helping to design financial plans that enable our clients achieve all they want to in life.

She is responsible for ensuing financial planning processes run smoothing, allowing our advisers to spend more time face to face with clients.

Sarah has over 15 years’ experience and holds a Bachelor of Actuarial Studies and Bachelor of Commerce (major in Accounting and Finance).

When Sarah is not working, she enjoys spending time with her family, travelling, coin collecting and having a hit at badminton and tennis.

Articles

The 3 main reasons you might be selected for an ATO audit

The last thing anyone wants is to be audited when submitting their tax return. Learn the reasons you might be selected for an ATO audit and how to reduce the...

Can a tax accountant actually help you get a larger refund?

Australians take pride in doing things themselves. But a professional tax accountant could get you a larger refund and save you hundreds of thousands of dollars in the future.

What property investors should do before the tax rules change on 1 July 2027

The 2026 Budget is reshaping how investment property is taxed with the 50 per cent CGT discount to be replaced and negative gearing tightening on established homes. Here is a...

What the new SMSF residential property borrowing ban means for you

If your SMSF holds property, or you were planning to buy through one, the new borrowing ban changes your options. Here's what is grandfathered, what you can still do, and...

Federal Budget 2026-27: What it actually means for your money

The 2026-27 federal budget delivers the most significant shift in investment tax in three decades. Here is a plain-English walk-through of what matters most, what is grandfathered, and what to...

Property’s role in your wealth plan is changing. Is yours still right?

The forces driving Australian property have shifted. For anyone with property already in their plan, or thinking about adding it, the question worth asking isn't where to buy next. It's...

How to access your super while you’re still working

You've spent thirty years putting money into super. Nobody tells you how to start using it while you're still working. A transition to retirement pension is built for exactly that,...

What to do when you inherit money

An inheritance almost always arrives with grief attached, and no one teaches you what to do with it. Here's how to give yourself room to think, and how the right...

The sandwich generation: How to help your kids and your parents while planning your own retirement

Helping your kids and your ageing parents at the same time is one of the most demanding stages of financial life, and it is usually your own retirement that quietly...