If the Government  offered to give you, your children or grandchildren $850 for every $660 you gave them  up to $21,000 or so, it would be very appealing wouldn’t it…. even if the $850 had to go into an account they must retain and invest until they were 60! In fact, locking this sort of […]

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Financial Planning Week 2016! Did you know that this week (22-28 Aug) is Financial Planning Week? Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the importance of financial planning. The theme for this year is “Dare to Dream” and it helps us to remember that we need a […]

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Quick access links to the login screen for all current Helm investment platforms are listed below, select the platform relevant to you -Macquarie Cash Management Account (CMA) -Use for Access to Macquarie Bank Accounts (non-super) -Praemium -Australian Executor Trustees (AET) SAF’s -Macquarie (Super) Wrap For existing Helm clients: above is a list of quick links […]

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As a part of our new website we have introduced the Helm Insights. We will be using this space to share occasional interesting and valuable planning/investment related articles as well as updates about changes at Helm. Watch this space for useful tips and information. James Hodder. Managing Director.

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