2020 Wealth

03/06/2026

Due to a family bereavement, our office will be closed for the remainder of this week.

We appreciate your understanding and patience during this difficult time. If your matter is urgent, please email Leanne and we will respond as soon as we are able.

Thank you for your kindness and support.

Leanne & Karen
2020 Wealth

13/05/2026

Budget night as a financial adviser is always a ride ….

So here’s the Federal Budget in real people language ….what matters, what’s noise and what Australians actually need to know.

10/05/2026

Being a mum is watching pieces of your heart walk around outside your body ❤️‍🩹

It taught me resilience before I even knew what resilience was. It taught me how to keep going when I was tired to my bones, how to make hard decisions under pressure, how to trust myself and how to build a life for my boys no matter what was happening around us.

For a lot of years it was just me, raising boys and working super hard. Some days felt heavy and impossible, but somehow we got through them all.

Motherhood changes you.
It makes you softer, stronger, wiser and tougher all at once.

To all the mums carrying the invisible load every single day… I see you 🤍

Happy Mothers Day 🩷

26/04/2026

There’s a big difference between having super… and knowing what to do with it.

We often hear, “it’s just a simple switch into retirement.”

It’s not.

This is where the real decisions happen - how your income is structured, how long your money lasts, how Centrelink assesses you and what that means long term.

It’s not about overcomplicating things… it’s about doing it properly.

Because the decisions you make here matter.

22/04/2026

A lot of the people we meet aren’t doing “the wrong thing”…

They’ve built good super, worked hard and they've done their best with what they know.

But as retirement gets closer, there’s this quiet uncertainty…

“Is it enough?”...“Am I making the right decisions?”....“What happens when the pay stops?”

That feeling is more common than you think.

It's exactly where good advice makes the biggest difference, not just financially, but emotionally too.

Clarity changes everything.

14/04/2026

This is what good advice should feel like 🤍

Clear, comfortable and unrushed.

No jargon, no confusion….. just taking the time to make sure everything is understood before you walk out the door.

Thank you for the beautiful feedback Kathryn and for trusting us with something so important.

04/04/2026

01/04/2026

We’re pressing pause for Easter 🐣

Office closed until Tuesday while we soak up some family time (and chocolate).

Back soon and ready to go.

Happy Easter 😊

19/03/2026

There’s been a bit of movement in the markets lately… and with that comes a lot of noise, uncertainty and that feeling of 'should I be doing something?'.

I completely understand it.

But this is where it’s important to pause.

Volatility is a normal part of investing. It’s not unexpected, and it’s not something we try to avoid - it’s something we plan for.

Where people tend to come unstuck isn’t the market itself… it’s the reaction to it.

Making quick decisions.
Changing strategy mid-way.
Letting emotion take the lead.

That’s where long-term outcomes can be impacted.

A well-structured plan already allows for these moments. It’s designed to ride through them, not be rewritten because of them.

If you’re feeling a bit unsettled right now, that’s okay. Sometimes doing nothing isn’t inaction… it’s discipline.

09/03/2026

I’ve never been very good at staying quiet.

Or fitting into boxes….
Or doing things the expected way…..

Turns out that might not be such a bad thing.

I’m super proud to be named a finalist in not just one but two categories at the 2026 Australian Women in Wealth Awards ☺️

🏆 Mentor of the Year
🏆 Financial Planner of the Year – VIC

I’ve built a business that backs strong advice, strong values and doing things a little differently.

Financial advice has never been just about money for me. It’s about people, always has been. I stand incredibly proud seeing my boy out there in the big wide world as an associate adviser, living those exact same values.

Congratulations to the other finalists 👏🏻 there are some seriously impressive women doing incredible things in wealth management and advice.

What an awesome end to the long weekend 🖤