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Altus Financial and Fortunity Merge to Create Leading Advisory Firm on the Central Coast

We're excited to share that Fortunity has merged with Altus Financial, becoming part of Altus Financial Group. Based on the Central Coast, Fortunity is one of the region's most respected financial advisory businesses, having served the community for more than .....

Strategy, Business - 3 min read

5 Common Small Business Pricing Pitfalls

Getting your pricing strategy right can have huge benefits for your small business. It sounds so simple: set your prices.....

Wealth, Estate Planning - 3 min read

3 Ways You Can Start Estate Planning Today

It’s never too early to start estate planning, but unfortunately, it can be too late. No matter how stable life seems to.....

Strategy, Business - 3 min read

4 Ways to Revise Your Business Growth Plan

A good business growth plan is strategic. It takes you from where you are today (with your resources, abilities, and vis.....

Strategy, Business - 6 min read

6 Common Succession Planning Problems

Succession planning seems to be a blind spot for many organisations, especially for smaller, family-run businesses.

Wealth, Super - 4 min read

Retirement Planning: How Much Do I Need?

Retirement planning would be simple if everyone needed to save the same amount. But we’re all unique in our financial si.....

Wealth - 6 min read

Retired, Financially Stable, and Bored as Buggery

A life without the suit and tie is a workplace fantasy of almost anyone doing the nine-to-five. Even for those of us who.....

Estate Planning When You Own a Business

When you own a business, estate planning becomes a bit more complicated. This extra complication is precisely the reason.....

Wealth - 3 min read

How to Start Retirement Planning at 40

Something happens when you turn 40. Suddenly, retirement seems much closer than it did just a few months ago. It feels l.....

Succession Planning: Where to Start

At some point you’ll leave your business. Your departure from your business may be many years in the future, and it may .....

Strategy, Business - 3 min read

Are Your Sales and Marketing Teams Playing Nice?

Successful businesses cultivate a spirit of teamwork, but even when leaders try diligently to get their employees to see.....

Wealth, Tax, Estate Planning - 2 min read

Estate Planning Essentials: Minimising Tax

Estate planning ensures that your property and assets are passed on to your beneficiaries in a financially efficient way.....

Wealth, Aged Care - 3 min read

Why Is Aged Care So Expensive?

When you start to look into aged care for yourself or for a loved one, you might be surprised by the high costs. It’s no.....

Wealth - 3 min read

Put Your Retirement Plan Under the Microscope

Whether you’re just starting your career or you’re counting the few remaining years until retirement, it’s smart to put .....

Could Your Business Benefit from an Outsourced CFO?

Set your business on the right path with this simple guide.

Could Your Business Benefit From an Outsources CFO_Resources

Prospective Business Owner - Succession Checklist

Make sure you’re on the right track with this online checklist.

Business Owner - Succession Checklist_Resources
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