Holistic Financial Planning

17/09/2026

👋 Meet Jona

Jona is our newest team member and to get to know her better she’s put together a few fun facts.😊

Role: Client Services Administrator Jona has been With the team since: January 2026. Jona helps keep things organised behind the scenes and enjoys supporting clients with a friendly smile and a can-do attitude.

☕ Coffee order:
Coffee? No thanks! My fuel of choice is a cold glass of milk and a sneaky piece of dark chocolate. 🍫🥛

👨‍👩‍👧‍👦 Fun fact:
Born and raised in the Philippines, I've always dreamed of travelling the world. So far, my suitcase is ready, my travel list is growing, and my holiday budget is trying its best! ✈️😆

🌆 City or 🌳 Country:
Country. Fewer crowds, more peace, and better sunsets.

Beach or ⛰️ Mountains:
🏖️ Beach, always! If there's sand between my toes and sunshine overhead, you'll probably find me there. ☀️🌊

08/09/2026

We were so touched when a lovely client brought in these beautiful hand-picked flowers from their garden. It's thoughtful gestures like this that remind us how fortunate we are to work with such wonderful people every day.

Thank you for brightening our day and our office! 💜

03/09/2026

Getting to know the team

👋 Meet Kelly

While most of our clients have already meet Kelly for those who have not yet had the pleasure she has put together some fun facts.

Role: Client Services Officer Kelly has been with the team since: May 2025 and works closely with clients to ensure they receive the support they need. She is passionate about building meaningful relationships and helping people achieve their goals.

☕ Coffee order:
Long black with a dash of almond milk with one sugar

👨‍👩‍👧‍👦 Fun fact:
Kelly has 3 children, Keegan, Eamon and Keeva

🌆 City or 🌳Country:
Country

🏖️ Beach or Mountains:
Beach, every time!

23/08/2026

📋 Have you considered who would make important decisions on your behalf if you couldn't?

Having a Power of Attorney and Advance Care Directive in place can provide clarity and peace of mind for you and your loved ones.

Most of us spend our lives making our own decisions. We manage our finances, property, health, family matters and everyday affairs without giving much thought to what might happen if one day we were unable to do so.An accident, serious illness, stroke, dementia or another unexpected event can change...

22/08/2026

🏦 Your super is designed to support your future retirement.

While early access may solve a short-term need, it's important to consider the long-term impact on your financial security.

Workers being able to access their superannuation early would destroy their retirement earnings, the treasurer has warned, following calls by Pauline Hanson.The One Nation leader has called for a relaxation of rules that would allow people to withdraw their super in times of crisis to help with the....

20/08/2026

💍 Celebrating More Exciting News! 💍

We are thrilled to share that Cathy and her partner Sam are engaged! ❤️

This is such a special milestone, and we couldn't be happier for them as they begin this exciting new chapter together.

Wishing Cathy and Sam a lifetime of love, laughter, and happiness. 🥂✨

Please join us in congratulating the happy couple and sending them your best wishes! 💚🎉

20/08/2026

🏠 Could the door be opening for first home buyers?

New figures show investor lending is slowing, a positive sign that measures aimed at improving housing accessibility may be starting to have an impact.

A dive in new home loans to property investors is an “encouraging sign” Labor’s changes to negative gearing and the capital gains discount are working as intended, Treasurer Jim Chalmers says.The number of investor loans fell 8.6 per cent in the June quarter, while first home buyer loans fell ...

17/08/2026

✨ Big News... We've Moved! ✨

You can now find us at 188 Ward Street, North Adelaide.

We've officially settled into our new home, and we can't wait to welcome you through the doors.

Be sure to save our new address before your next appointment, and as always, reach out if you need help finding us. All our other contact details remain the same.

See you soon! 💚🏡

06/08/2026

🔎 What Does Fuel Security Mean for Australia?

With discussion growing around a proposed new refinery, Australia's focus on fuel security and supply resilience is once again in the spotlight.

While the project may strengthen domestic fuel production and reduce reliance on global supply chains, debate continues around the costs and long-term business case.

Major economic and infrastructure decisions can influence everything from business confidence to household expenses, making it important to stay informed about developments that may impact your financial future.

Australia’s fuel security could soon be bolstered by a new refinery, but questions have been raised about the business case for the facility. Prime Minister Anthony Albanese announced plans to look into building Australia’s third oil refinery in WA, with $4 million set aside for a pre-feasibilit...

30/07/2026

💰 A Super Boost for Young Aussie Workers

A proposed change to superannuation rules could see Australia's youngest workers receive super contributions regardless of how many hours they work.

For many young Australians working casual or part-time jobs, this could mean starting their retirement savings journey earlier and benefiting from the power of long-term compound growth.

Small contributions made early can make a big difference over time.

📞 If you'd like to understand how superannuation changes may affect you or your family, we're here to help.

Labor has backed superannuation payments for Australia’s youngest workers, regardless of the number of hours they work. The party says it will “ensure that all workers, including those under 18 and regardless of how they are engaged, can accumulate superannuation on every dollar earned”. The a...