Resources
Feel like brushing up on some reading. We have a veritable library of proprietary information as well as connecting you to some of our preferred institutional partners.
Snowgum Docs and Tools
Risk Profiling Tool - BT has a user friendly online risk profiling tool
Small Business Tools
Start-up Stash - information hub for start-ups and growing businesses
Qwilr - Online document generator
Xero - Cloud based accounting service
ShakeLaw - Generate free and easy to use legal contracts. Great for freelancers
Stock Snap - Quality free stock imagery
Flying Solo - Small biz online community hub
Squarespace - Web development
Website Setup - Useful forum to address web development questions and choose the right platform
Zoom - Terrific web meeting resource (plugs into outlook)
Useful External Documents
Macquarie's 'little black book' - Provides a snapshot accross all major legislative, tax and industry metrics
Human Services - Information on all government assistance programs
Standard Rollover Form - For all superannuation rollovers
Anti-Money Laundering (AML) and Counter Terrorism identification documentation;
Personal Wealth Tools
PocketBook - Consolidate all your bank accounts on one screen
MoneyBrilliant - Consolidate bank, some investment, superannuation and debt positions
Rate City - Independent and free provider of financial product comparisons