Our website is really our digital office.
Coming to our digital office means you can visit us at any time without moving, you family and friends can to. You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more. Drop in anytime!
24/7 access to website based tools you, your family (children as well), your friends, colleagues and associates can all benefit from. *
- Latest News. Our articles are chosen from amongst 30-35 to ensure the best are included in our news updates. The range of topics covered has also been broadened to include items such as Australia's vital statistics.
- Comprehensive financial tools to help you understand your Personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.
- Research your questions at the ATO, ASIC, Centrelink and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Pensions, etc. Then discuss your questions with your Planner. Use eWombat for doing this research, type in keywords or phrases.
- Your information is private and confidential and should be treated that way. Using Secure File transfer or a vault means your information and plans are encrypted when sent in either direction.
- Online forms. More and more forms are now website based versions to save time and effort with printing and posting. By using such resources many Planners can also keep abreast of changes in your circumstances and this will always help them better plan your financial future.
- ASX Prices and Charts. Many sites will have these resources to allow you to quickly see how the market is going and check any stocks you’d like a price on. All such information is, though, delayed by 20 minutes.
- A stock ticker that displays 5 minute delayed information for the top 100 Australian stocks by market capitalisation.
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* Not all services are on every planner’s website but most are.
Your Financial Planner
