Dialogue Financial Management

Failure is not the opposite of success

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"Why Transition to Retirement deserves a second look"

Why Transition to Retirement deserves a second look - Dialogue Financial Management Pty Ltd For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that involves reducing work hours, maintaining cash flow and continuing to build retirement savings. One strategy that can support this approac...

A warm smile is the universal language

If you’re unsure how the CGT changes

"Putting healthspan at the heart of your plan"

Putting healthspan at the heart of your plan - Dialogue Financial Management Pty Ltd There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer living conditions and better healthcare have given many of us more time than our grandparents could have imagined. But alongside that good news is a quieter reality that....

Surround yourself with people who are only going

"Discretionary trusts: What the proposed changes mean"

Discretionary trusts: What the proposed changes mean - Dialogue Financial Management Pty Ltd Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July 2028, with the Federal Government planning to introduce a 30 per cent minimum tax on discretionary trust income and reduce some of the t...

Success isn’t about the end result

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