Common Scams to Watch Out For at EOFY
May 5, 2026
As the end of the financial year approaches, it’s a busy time for preparing your taxes, reviewing super, and getting your finances in order. Unfortunately, it’s also a peak period for scammers looking to take advantage of people and businesses who are focused on deadlines and end-of-year financial tasks…..
HECs – what just happened to your bill?
November 18, 2024
The Money Puzzle, with James Kirby According to the James Kirby from The Money Puzzle, the average HECs bill is now $27,000 and many of James’ listeners will have bills…
‘Sell in May and go away’ – fact or fiction? | The Money Puzzle – Hugh Robertson
May 13, 2024
Hugh Robertson was invited to join James Kirby on the Money Puzzle Podcast which covers all the important property, business, money and finance news. This episode covers: You can catch…
The Inside Network – Asset Allocation & Portfolio Construction Symposium
October 13, 2022
Our very own Managing Director Hugh Robertson was asked to speak at The Inside Networks Asset Allocation & Portfolio Construction Symposium held in Noosa this week. Hugh was honoured to…
22 make debut in Barron’s Top 100 Financial Advisers list – The Australian
September 22, 2022
Our very own Hugh Robertson has been highlighted as one of the new entrants to the Barron’s top 100 adviser list for 2022, receiving a special mention in today’s The…
Switching the managed accounts tap on – Professional Planner
August 3, 2022
Managing Director, Hugh Robertson joins Eleanor Menniti, Head of Client Product Strategy & Consultant Relations at BlackRock, on the Principals in Practice Podcast Series hosted by Tahn Sharpe. Tahn Sharpe,…
Hugh Robertson Joins Ben Nash – XY Adviser
March 1, 2022
Our very own Hugh Robertson joins Ben Nash in XY Adviser’s Podcast #285. Hugh sits down with Ben Nash from the XY Adviser and talks about defining roles and setting…
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