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Get to know Richard Vaughan.

Richard has been with us for over a year already! We’re feeling pretty lucky to have his expertise & professionalism leading our Financial Planning Team. If you haven't yet met him, here's what you might want to know..

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KICKING GOALS! Our Finance Team have been named ‘Finalists’ in the MFAA State Excellence Awards 2024! Only 3 months ago they were ranked #50 on the AFR Fast Starters List 2023!

We are thrilled to share that they have once again received well deserved recognition for their hard work and dedication to their clients.

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Upcoming Seminar: NDIS Property Investment – it’s still a hot topic!

We’ve had several clients reach out with questions regarding NDIS Property Investment opportunities and the Government’s funding schemes. Save the date & register your details now to attend.

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Confirmed Tax Rate Changes from 1 July 2024.

There is finally a little bit of good news for middle income individuals with an announcement made by the Government in late January, for proposed tax rate and threshold changes.

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ATO’s Super Reviews – Employers being slammed with costly fees!

Employers are urged to pay their super entitlements on time - or be ready for a phone call from the ATO requesting a formal Super Review, which can result in costly penalties.

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How to Teach Children to Manage Money.

In an highly accessible online world and more independence than ever, teaching children about the value of money at a young age is incredibly important. Here's our tips on how to start positive money conversations.

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Navigating the 2024 Victorian Land Tax Changes.

There are new changes to the Land Tax in Victoria. Associate Partner, Matt Lazzaro has prepared a breakdown for our clients – we hope this provides more insight into how land owners will be impacted.

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The Risk of Underinsurance – the devil is in the detail!

Underinsurance is very common in Australia. When the unexpected occurs & an insurance claim is required, things can turn pear shaped. Our Insurance Account Manager, Cameron Stewart has some key advice for our clients.

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Bass Coast Office – in February our doors officially opened!

We are still buzzing with excitement since the successful opening of Highview’s fifth office. Located in the heart of Wonthaggi, we’re now offering our award-winning services to the Bass Coast community.

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Life Insurance – Protecting the financial security of your loved ones.

Life can always throw curveballs that no one can anticipate. In this article, Joe Crosara, Highview’s Personal Risk Insurance Manager, provides insight around how Life Insurance can help protect you & your loved ones.

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Trending – Retirees representing over 30% of Australia’s successful start ups each year!

Starting a business in retirement can be a fulfilling and financially rewarding venture. There are several reasons why retirees may choose to embark on entrepreneurship during this phase of their lives.

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Tips & Tricks – 7 tips to reduce your cost of living.

7 great tips on how you can reduce your cost of living.

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Cranbourne

2 Codrington Street

Call (03) 5990 1000

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Prahran

105 High Street

Call (03) 9529 1566

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Mornington

49 Octavia Street

Call (03) 5911 2100

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Ringwood

37 Heatherdale Road

Call (03) 8899 9797

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Bass Coast

33 Murray Street

Call (03) 5644 2025

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