Introducing FYI Collaborate, our new client portal designed to provide you with a secure and streamlined way to access your important
financial documents. In our continuous effort to safeguard your private information, we're excited to move our document-sharing process to
Why FYI Collaborate?
Your security is our top priority, and FYI Collaborate ensures a fortified shield around your sensitive data. This platform not only simplifies document retrieval but also adds an extra layer of protection to your financial information.
Contact our Smart Private Wealth team for assistance with accessing and navigating the FYI Collaborate portal.
How will the proposed 30% tax on super earnings above $3m work?
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and secure your financial future.
27 July 2023 // 12:30-1:30pm
(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values and have a positive impact on the world.
21 June 2023 // 12:30-1:30pm
Many people believe that if they have a valid Will they also have an estate plan, but this is not so. While a Will outlines where the deceased individual's assets will be distributed, it does not include various other documents and directives that are available.
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how to get the most value for your money.