Resources to help your personal finances reach their potential

We break down complex financial strategies so you can easily start your wealth journey.

Videos

Wealth Management
Understanding Private Wealth Management
We explain what Private Wealth Management is, how it differs from traditional financial advice and what it means to Australian families who want the most from their personal finances.

Property Investing
The Ultimate Guide To Successful Property Investing
Stephen Vick explains how to get the best overall results from property investment and the most common mistakes made by investors when selecting an investment property.

Investment Advice
Challenges for Investors
We outline the top 10 investment challenges faced by the average investor. Understanding the challenges of investing in modern markets can lead to better financial and personal outcomes.

Wealth Creation
Top 5 Wealth Creation Strategies
We explain the top five wealth creation strategies that represent the most popular, effective and safest means for creating wealth within the Australian financial system.
Debt Management
Debt Management Strategies
Stephen Vick demonstrates how the right debt management strategy can reduce interest payable, reduce fees payable and reduce tax payable by highlighting the costly mistakes a good majority of Australians make when structuring and managing their debt.

Self-Managed Superannuation
Self-Managed Super Funds Explained
Stephen Vick discusses the establishment requirements for SMSFs, the common misconceptions surrounding these funds, and what to be aware of if you’re considering establishing your own SMSF.

Property In Super
How To Buy Property Using Your Superannuation
We discuss the advantages and disadvantages of holding property within superannuation and explain the processes involved to acquire property using your super balance. This is a very popular strategy for many Australians.
Wealth Management
Searching for opportunity beyond institutional norms
Finance is complex and uniquely different for each person, and while ideals may overlap, there is no ‘one size fits all’ solution. Stephen Vick discusses his approach to private wealth management.

Download our free e-books and useful guides

Property Investing
The Ultimate Guide to Successful Property Investing
A comprehensive e-book detailing the essential considerations when building your property portfolio. I’m positive there will be something new for you as you make your way through this e-book.
Wealth Creation
Top 5 Wealth Creation Strategies for Modern Australians
There are over 50 financial strategies within our banking, superannuation, investment, and taxation systems that financial planners use to improve the personal financial positions of their clients. This report focuses on 5 of the most popular strategies.
Tax & Accounting
6 Little Known Tax Deductions Most Personal Investors Aren’t Claiming
In the 10 minutes it takes to read through this report you’ll gain a better understanding of the lesser known areas experienced, investment focused, accountants will explore to ensure all your eligible deductions are addressed.
Debt Management
5 Immediate Debt-Structuring Steps for Reducing Bad Debt
Recommendations for configuring personal debts to reduce loan terms and interest payable. These 5 steps could cut years, and $1,000s in interest from your non-deductible debts and improve the health of your finances.
Investing
Top 10 investment mistakes
Understanding how your personal wealth is concentrated can help you realise your financial capacity and make the improvements for your personal finances to perform at their capacity. This exercise will highlight where your personal wealth is concentrated and the top 10 investment mistakes to avoid.
Property In Super
The Beginners Guide to Property Investing Using Super Funds
There are more than 50 financial strategies within our banking, superannuation, investment, and taxation systems that financial planners use to improve the personal financial positions of their clients. This guide focuses on five of the most popular strategies.
Tax & Accounting
108 work-related expense claims that could improve your tax return in 2016/17
An exhaustive list of work-related expenses you can (and can’t) claim for the 2017/18 financial year. Do you want more back on your tax return, feel you’re missing out on the deductions you’re entitled to or just curious what you can (and can’t) claim?

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