Newsletter January 2026

Meet our new Group General Manager

We are excited to announce that Lachlan McBride has joined us as Group General Manager, reporting to our Managing Partner Eugene Smarrelli and Division Heads.

Lachlan brings a wealth of experience and a proven track record in strategic leadership, operational management, and financial oversight.

He leads our internal Finance, People, Technology and Marketing functions and will play a pivotal role in developing and executing our strategic plan, driving operational improvements and fostering a high-performance, client-focused culture.

Read Lachlan’s bio

Make 2026 your strongest financial year yet!

Our complimentary Financial Health Check can help you gain clarity, uncover opportunities and create a clear plan for the year ahead.

Book a financial health check

How to choose a Financial Advisor

Choosing the right Financial Advisor is one of the most important decisions you can make for your financial future. Discover what questions to ask to make sure you have chosen the right Advisor:

Read article

Why you need “career cushioning”

It’s an unfortunate fact of life that job security isn’t always a given. Career cushioning is about taking small, proactive steps in your current role so that you become more employable and resilient over time.

Read article

Setting financial boundaries with your adult kids

It’s natural to want to help your kids, but if you’re nearing retirement and have unwittingly become an ATM for your children, here are a few things to consider:

Read article

Review your insurance policies like a pro

There’s nothing less exciting than reading over terms and conditions but when it comes to insurance, regularly reviewing your policies is the only way to ensure you’re not underinsured, overpaying, or stuck with outdated cover.

Read article

Upcoming events

 

NFP Conference

26 February 2026

Our popular not-for-profits conference returns once again. Join us for an impactful and thought-provoking conference designed for leaders and professionals in the NFP and charity sector.

Secure my spot