Financial Planning Services

The festive season can present a lot of added financial challenges for business owners. Being organised and having a plan in place is key to avoiding the pitfalls that can

When the Australian Government’s Department of Health named the ‘complexities in funding, governance and reporting arrangements’ as one of the major inherent challenges in the Australian health care system*, they

People set up family trusts for a variety of reasons. Some of the reasons include the ability to protect assets, tax minimisation and providing a way to fairly pass on

Have you ever felt like you could use some help getting control of your finances? Are you unsure of how to make the best personal financial decisions to help you

Our team are specialists at servicing the unique needs of high net wealth individuals, couples and families who are looking to make the most of their wealth. We take the

Whenever there’s an election looming, it’s normal to be financially cautious. Now that the dust has settled and the results are in, it’s much safer to make choices about how

January is the time of year when we all traditionally take time to reflect on the past and prepare for the new year ahead. Most people share at least one

Ian has been a Principal of CP1 for fifteen years.  During this time, he has led the firm through many progressive changes and assisted hundreds of clients to reach their

At every life stage, from their 20s to their 60s and beyond, it’s vital for women to make specific financial plans and strategies thanks to their specific life and career

Success in generating long-term wealth has a lot to do with awareness of the tricks money can play on your mind. How many of these do you recognise? Money and