Your first Financial Planning meeting
You’ve made the decision to engage a Financial Planner, the meeting is all booked, but you just don’t know where you’re going to need to start. You’re not alone. Unravelling your financial circumstances with a complete stranger may feel overwhelming at first....
5 steps to start achieving your Financial Goals in 2018
There is no better time than a new year, to set your focus on new goals to help achieve your dreams and aspirations. But when it comes to setting out your own financial goals, it can seem like a daunting task. You might know what you want, but maybe you aren’t sure...
An important message this Christmas
You are probably ready for a well earned rest! But before you sign off for the year, we would like to extend a few warm words of thanks. Because of you, we're proud to say that we are fortunate enough to see our clients striving for, and achieving their financial...
WCA Embrace the Mo for Movember
Twenty five male members of staff from WCA Chartered Accountants have been taking on the Movember challenge this month as part of an effort to raise awareness and funds for men’s health initiatives through the Movember Foundation. Moustache growth varies amongst the...
The challenging family conversation worth having now
What if the worst were to happen to one of us? Would we be able to continue the lifestyle we live today? How would we survive financially if one of us were to die suddenly, become permanently disabled or critically ill? While these can be difficult questions to face,...
Income & Budget Health Check: Are you spending more than you earn?
If your outgoings are more than your incomings, it’s a strong sign you need to start a treatment plan to improve your financial health. “I will not spend more than I earn” is a financially responsible and logical mantra to keep in mind, applicable to everyone striving...
1 in 4 Australians have no plan for their financial future
Are you clear on your financial goals and aspirations? More importantly, have you started paving the path towards your desired destination? If the answer for you is no, you aren’t alone. 1 in 4 Australians have no plan for their financial future at all. Furthermore,...
Holiday Homes – Tax Considerations
Australians who let their holiday homes for only part of the year
Considerations This Tax Season
The time has come to farewell the 2015- 2016 financial year that was