Since January 1, 2020, the world has faced an extraordinary series of economic and geopolitical challenges that have tested global resilience. The COVID-19 pandemic was the first major disruption, leading […]
Global Events and Market Returns: A Reflection Since 2020 Read More »
Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.
Opportunity before 5th April 2025 – UK State Pension voluntary contributions Read More »
Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast shares his unique journey from financial planner to tech innovator.
The Trusted Adviser Podcast Ep 4: Transforming Financial Planning with Technology Read More »
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in October 2024.
October Insights and Updates Read More »
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
Case Study: Sale of investment property and superannuation Read More »
Richard Hernan from Broadleaf Financial Group explores the world of mergers and acquisitions (M&A) in the financial planning industry with Rob Pyne
The Trusted Adviser Podcast Ep 3: Mergers & Acquisitions in Financial Planning Read More »
A digital estate plan outlines how digital assets should be managed after their death and ensures a person’s digital legacy is handled according to their wishes.
What is a digital estate plan, and should you have one? Read More »
In this episode, Tim Lane from FinConnect Advisory Group shares expertise on valuing financial planning businesses and advice on succession planning
The Trusted Adviser Podcast Ep 2: Financial Planning Business Valuation Read More »
Want to send your child to a private school? Here are ten steps you can follow to help make the most informed decision possible about this significant choice.
10 steps for choosing the best school for your child Read More »
In this first ep of The Trusted Adviser podcast, Rob details the HPH employee share plan – an employee share scheme that rewards key staff members.
The Trusted Adviser Podcast Ep 1: Exploring Employee Share Plans Read More »
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in September 2024.
September Insights and Updates Read More »
The Aged Care Bill, tabled in Parliament on 12 September 2024, brings changes to the costs of age care from 1 July 2025.
2025 Aged Care reforms – Advice is paramount Read More »
A history of positive average performance following a recession can be a comfort for investors wondering whether or not they should move out of stocks.
Long-term investors, don’t let a recession faze you Read More »
Volatility in financial markets can test the nerve of investors. The big question is whether periods of volatility say anything about expected returns.
The ups and downs of volatility Read More »
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in August 2024.
August Insights and Updates Read More »
