21 May 2024

In this webinar Jason Roccasalvo and Emma Partenza take you through the 2024 EOFY checklist and all the key changes.

Watch time: 50 mins

6 March 2024

In this webinar our superannuation experts take you through the steps to consider when starting a self managed super fund.

Watch time: 40 mins

27 November 2023

TAG Partner Michelle Griffiths will show you our tried and tested strategies that will help at the different retirement stages.

Watch time: 45 mins

31 October 2023

We share ideas on how to maximise your super including strategies to think about, taking advantage of contribution rules and more.

Watch time: 45 mins

4 October 2023

Understand the financial options you have and make informed decisions to ensure you are on the right path to financial independence.

Watch time: 60 mins info session | 30 mins Q&A

 

6 September 2023

Learn from our Estate Planning specialists and gain valuable knowledge so you can be in control of your Estate and protect your family.

 

Watch time: 50 mins

31 May 2023

In this webinar Jason Roccasalvo and Emma Partenza take you through the 2023 EOFY checklist and all the key changes..

 

Watch time: 45 mins

17 May 2023

 

In this webinar, hear from Lonsec expert, Brook Sweeney, who will provide an analysis of the market conditions and the potential impact. Leigh Jobling will discuss investment strategy options as well as the key federal budget announcements.

Watch time: 55 mins

21 March 2023

A SMSF gives the freedom to take control of your Super but you need to understand the role and responsibilities that come with it. Learn more from our super specialists in this webinar.

Watch time: 45 mins

30 November 2022

In this case study, Michelle Griffiths takes you through how you can get the best out of your retirement planning using our Wealth Projections Tool.

Watch time: 8 mins

30 November 2022

In this case study, Michelle Griffiths takes you through how you can get the best out of your pre-retirement planning using our Wealth Projections Tool.

Watch time: 11 mins

5 October 2022

Michelle takes you through the ins and outs of investing in property, how to avoid costly mistakes, practical tips to help you make an informed decision and MORE.

This 6 part series is sure to get you on the right track to start your investment journey.

7 February 2023

In this webinar, learn the risks you may come across and the opportunities available to you to maximise your investment. Includes special guest speaker, property expert Miriam Sandkuhler, CEO of Property Mavens!

Watch time: 45 mins

7 December 2022

In this webinar, Jason Roccasalvo and Emma Partenza take you though the new legislative environment including the Federal Budget, practical strategies to get the best outcomes for your clients and more.

Watch time: 40 mins

23 November 2022

Whether you are planning your retirement or already retired, understanding the elements that make financial independence is critical. Plan now to set up the financial future you want.

Watch time: 45 mins

26 October 2022

Learn from our Estate Planning Specialists and gain valuable knowledge so you can be in control of your Estate and protect your family.

Watch time: 45 mins

28 September 2022

How to make a plan (and act on it), making the most of your super, are you under insured, how to avoid financial procrastination.

Watch time: 45 mins

 

28 September 2022

What you need in order to invest, classic investing mistakes (and how to avoid them), investing strategies and more.

Watch time: 45 mins

12 October 2022

We talk about the importance of looking at the bigger picture when investing in property to ensure success in your investing journey.

Watch time: 5 mins

5 October 2022

Michelle Griffiths covers  in detail the different property ownership options when investing in property.

Watch time: 10 mins

16 September 2022

In this webinar we cover the difference between good and bad debt, different types of loans, how to control of your debt, and much more.

Watch time: 45 mins

31 August 2022

Our superannuation specialists with discuss the steps to take to acquire a property in a SMSF, handy investment tips, traps to avoid and more!

Watch time: 41 mins

30 November 2022

In this short video and example, Michelle Griffiths talks about negative gearing when investing in property.

Watch time: 6 mins

30 November 2022

Michelle Griffiths guides you through some every day budgeting habits to set you up for a lifetime.
Watch time: 25 mins

30 November 2022

In this video Michelle Griffiths talks more in depth about the costs involved when investing in property.

Watch time: 14 mins

30 November 2022

In this short video, Michelle Griffiths takes you through some of the most important investment principles to help drive growth.

Watch time: 9 mins

30 November 2022

Our Investment Advisory & Wealth expert Michelle Griffiths takes you through the considerations and options you have when looking at investing in property.

Watch time: 9 mins

8 July 2022

In session 1 of this 5-part series, Michelle Griffiths shares some ideas on how to maximise your super.

Watch time: 33 mins

20 April 2022

Michelle Griffiths speaks about negative gearing, whether it’s worthwhile and dispels some of the myths around it.

Watch time: 8 mins

4 April 2022

Thinking about investing in property? Avoid costly mistakes, with Michelle’s guidance and information to help you and make a more informed decision.

Watch time: 40 mins

28 March 2022

Thinking about investing in property? Avoid costly mistakes, with Michelle’s guidance and information to help you and make a more informed decision.

Watch time: 35 mins

29 March 2022

In Australia, 1 in 3 marriages end in divorce.
Find out the practical tips and the traps to avoid, to help you assist your clients navigate this very emotional time.

Watch time: 60mins

2 March 2022

Is your business structured in the right way?
In this webinar
we cover the benefits of business re-structuring, signs you need to re-structure and more.
Watch time: 30 mins

24 November 2021

Thinking of downsizing? Done the right way, this should empower you to make the best decisions about your financial future and legacy for you family.

Watch time: 40mins

8 November 2021

Often business owners are the hardest working and least paid.

Watch time: 8mins

27 October 2021

What’s the difference between buying property in a self managed super fund (SMSF) versus buying property in your individual name?

Watch time: 45mins

3 June 2021

Tony Rule discusses how tax planning is more than getting your superannuation payments up to date, and purchasing assets before 30 June.

Watch time: 45mins

14 April 2021

Understanding the rules and choosing the right investment strategy will influence how much money you’ll have in your retirement years.

Watch time: 45mins

16 March 2021

Tony Rule will discuss alternative ‘exit’ strategies and planning for your future.

Watch time: 45mins

1 June 2020

Jason Roccasalvo talks about the importance of getting estate planning right, super rules, tax issues and more.

Watch time: 8mins 

4 May 2020

Jason Roccasalvo explains how the strategy of buying property in super can boost retirement savings and who it works for.

Watch time: 9mins

24 June 2020

Michelle answers burning financial planning questions, and show you to take control of your financial future now.

Watch time: 2mins

12 June 2019

Tony Rule provides smart strategies and tips for Business Owners.

Watch time: 20mins

30 January 2019

Tony Rule explains the importance of cash flow management for business.

Watch time: 3mins

18 July 2018

TAG Partner Michelle Griffiths talks strategies to help keep your credit card under control.

Watch time: 6mins

10 April 2018

TAG Partner Michelle Griffiths talks investing and simple ways to get you started.

Watch time: 10mins

28 February 2018

This video provides information and advice on how much you need to set up a SMSF.

Watch time: 1min

12 June 2019

Gain the right knowledge on investing

Watch time: 30mins

22 November 2017

Part 7 of our "How To Build Your Dream Retirement" Series.

Watch time: 8mins

22 November 2017

Part 6 of our "How To Build Your Dream Retirement" Series.

Watch time: 6 mins

22 November 2017

Part 5 of our "How To Build Your Retirement Dream" Series. 

Watch time: 7mins

22 November 2017

Part 4 of our "How To Build Your Dream Retirement" Series.

Watch time: 6mins

22 November 2017

Part 3 of our "How To Build Your Dream Retirement" Series.

Watch time: 9mins

26 May 2016

Part 2 of our "How To Build Your Retirement Dream" series

Watch time: 7mins

11 January 2017

Part 1 of our "How to Build Your Retirement Dream" Series.

Watch time: 10mins

12 June 2019

In this video, Michelle guides you in how to make your retirement dreams a reality and plan ahead for your future now.

Watch time: 20mins