Are you being looked after?

You deserve the best, so why wouldn’t you demand the best and therefore, receive the best. Are you being looked after

Are you ticking the boxes?

How your goals are coming along for this year? Did I hear you say…“What goals?” Whether you set formal goals or not, I believe that you always have in the back of your mind things you would like to achieve, so it matters not whether they are stuck on the

Insurance Myths – Don’t be fooled!

You work far too hard to not protect everything you have. A quick read of the flyer below will answer a few myths about insurance. Please give us a call to discuss so we can help you give you and your family the peace of mind you deserve. Insurance Myths

Is your family safe without your income?

We sometimes take for granted the position we are in and therefore do not plan for the unexpected. Please take a minute to view the flyer below and contact us so we can help you ensure your family is safe. Insurance flyer

Do you have more than one super fund?

We have found that many people have super monies out there and they didn’t quite realize. Don’t be one of those people. Let us help you. Please take a look at the attached flyer below and contact us to discuss your situation. Consolidating Super Flyer

Take a quick Financial Health Check today

Your financial health is as important as your physical and mental health. Take a minute to view the attached questionnaire and then contact us so we can ensure that you are in the best possible financial health condition. Financial Health Check flyer

Are you Retirement Ready?

There are some very important issues you need to consider before you approach retirement. Please read the attached flyer below to determine whether you are ready for retirement and please feel free to contact us to discuss your situation. RETIREMENT READY flyer

ATO focus on rental property deductions

The ATO says it is increasing its focus on rental property deductions. It says common errors made by rental property owners include: claiming rental deductions for properties not genuinely available for rent; incorrectly claiming deductions for properties only available for rent part of the year such as a holiday home;

We’re Launching AD Wealth

You’re invited to celebrate with us!! As a valued client of AD Partners we would like you to join us in celebrating the launch of AD Wealth. In recent years we have had many clients looking to AD Partners to assist them more directly with wealth creation strategies, source investment