Welcome Trevor Thompson

1 August

We would like to introduce you to the newest member of our team - Trevor Thompson. Having commenced his adviser career in 1994, Trevor brings with him a wealth of experience. He worked in several large and medium sized institutions before...[Read More]

Staff changes

1 August

We were sad to say goodbye to Kylie Fleming last month. Kylie was a cherished member of our team, but has decided to semi-retire to spend more time with family. She will also be helping her hubby out on the family farm. We're going to miss Kylie and...[Read More]

Office Hours

1 August

To ensure a smooth experience and to prevent any potential inconvenience, please take note of our operating hours. Monday to Thursday - 9am to 5pm Friday - By appointment only This schedule has been designed to accommodate our staffs'...[Read More]

Some useful tips to grow your superannuation

27 June

Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[Read More]

Actors, writers, voice artists call for urgent AI laws

5 June

Artificial intelligence technology could be used to mislead Australians and steal creative work from artists and writers, a union has warned, while calling for laws to prevent its misuse. The Media, Entertainment and Arts Alliance issued the call on...[Read More]

Investment expert warns prices ‘rollercoaster’ possible

14 March

Global inflation may fall back to target more quickly than expected in the near term but could then rebound higher again because of geopolitical fragmentation, the low-carbon transition and other supply shocks. That’s the thinking of BlackRock...[Read More]

Protect what you have

4 January

People strive hard to accomplish a variety of goals during their lifetime, although there’s nothing more significant than being able to spend quality time in the company of family, friends and loved ones. Indeed, investing in relationships gives...[Read More]

19 Tips for your best life after retirement

21 December

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]

MERRY CHRISTMAS

14 December

As 2023 draws to a close, we would like to wish you and your loved ones a wonderful Christmas and a safe and prosperous New Year. Our office will be closed for the Christmas break from Friday 22 December 2023 and will re-open on Monday 8 January...[Read More]

Farmland most ‘tightly held’ it’s been in a generation

18 October

Australian farmland is more tightly held than it has been for a generation and prospective buyers are carefully reassessing purchasing decisions, according to a new report. The Rural Bank Australian Farmland Values Report is the longest-running...[Read More]

Matt McIntosh – Extended Leave

31 August

A lot of you will already be aware that Matt will be taking leave for 6 weeks to visit family in Canada. His last day in the office will be Monday 11 September and he will be returning to the office in late October. It will be business as usual...[Read More]

Traralgon Office Hours

31 August

To ensure a smooth experience and to prevent any potential inconvenience, please take note of the operating hours for our Traralgon office. Monday to Thursday - 9am to 5pm Friday - By appointment only This schedule has been designed to...[Read More]

Footy Tipping Results

30 August

The regular season is now over and it's time to announce the winners of the Virtue Wealth Management Footy Tipping Comp. The last round was a nail biter that saw Shezza68 draw level with FifeyM on points, but the top spot was decided on margin...[Read More]

Centrelink Delays

31 August

We wanted to provide you with an update on the current delays being experienced with Centrelink requests. We understand the frustration that can arise from such delays and want to assure you that we are doing everything within our power to expedite...[Read More]

Pathway to budget balance littered with tough calls

26 April

Cost of living relief must be temporary and targeted and cash splashes shelved if the federal government is serious about taming inflation and returning the budget to balance in the next 10 years, new PwC analysis shows. Modelling by the major...[Read More]