08/09/2026
Your 20s aren't just about how much you earn - they're also about how much time you have.
Starting early, investing consistently and allowing compounding to work over the long term can help lay the foundations for future wealth.
You don't have to start big. You just have to start.
03/09/2026
A very sweet surprise at today’s client review. 🍰
Gerard caught up with long-term clients Margi and Bill today, who brought along a homemade cheesecake as a thank you for the ongoing support and guidance they’ve received from the LA team.
A thoughtful gesture - and one that certainly didn’t last long in the office!
Thank you, Margi and Bill! ❤️
02/09/2026
Building wealth takes time - and there's no one-size-fits-all formula.
⏳ Time
🔄 Consistency
📈 Strategy
🧘 Patience
These four principles can help create a strong foundation for long-term wealth creation.
Which one do you think is most important?
24/08/2026
📄 Estate planning is often put in the "I'll get to it later" basket.
The reality is that a few simple steps can make a significant difference for your loved ones if something unexpected happens.
From having an up-to-date will to reviewing beneficiary nominations and appointing powers of attorney, estate planning is about ensuring your wishes are clear and your family is looked after.
The good news? It doesn’t have to be complicated.
21/08/2026
Budgeting has a reputation for being restrictive, complicated, and only necessary when money is tight.
The reality is often very different.
A well-designed budget can help you feel more in control, make confident financial decisions, and create a plan for the goals that matter most to your family.
Which of these budgeting myths have you heard before? 👇
17/08/2026
Have you written your Will? 🤔
It’s not always a comfortable conversation, but having an up-to-date Will is one of the most important ways to protect the people who matter most.
A valid Will can help ensure your assets are distributed according to your wishes, minimise stress for loved ones, and provide clarity during an already difficult time.
If you’ve never written a Will, or it’s been years since you reviewed it, now may be the perfect time to revisit.
💬 When was the last time you reviewed your will?
14/08/2026
Proud to see one of Gerard's clients featured in the Financial Review
Ranbir and Rani Redi's story is a great reminder that retirement success isn't just about how much you have, it's about having the right plan, confidence and peace of mind to enjoy life.
Every retirement journey is different, but having a clear strategy can make all the difference.
Read the full article below
https://www.afr.com/wealth/personal-finance/how-this-couple-turned-750-000-into-a-carefree-retirement-20260811-p60n9v
How this couple turned $750,000 into a carefree retirement
New research shows there are four types of retiree – care-free, content, cautious and concerned. But for the happiest, mindset is more important than money.
10/08/2026
❤️ Growing your family isn’t just about preparing for a baby. It’s about preparing for a new chapter.
As your priorities change, so can your finances. From creating more space and building a safety net to planning for future goals, every family’s journey is different.
Swipe through for 5 financial considerations to keep in mind as your family grows 👉
Which one resonates most with you? 👇