In the Media

Fringe Benefits Tax Explained

Jul 01, 2020

Costs and Fees on Running an SMSF

Oct 19, 2019

How to Buy Warren Buffet’s Berkshire Hathaway in Australia

May 16, 2018

Written for The Australian Newspaper – How to face a compulsory acquisition of your property

Jan 05, 2017

What is Crowdfunding?

Nov 15, 2016

Review your Life Insurance policy

Mar 09, 2016

Why You Should Use a Buyers Agent

Oct 09, 2015

The Alternative to the Age Old Question of Renting vs Buying

Oct 06, 2015

How To Avoid Land Tax for Properties

Oct 02, 2015

Stories from our clients: Kaboodle Hampers

Apr 17, 2015

Awarded top 50 Financial Planner

Credited as a top 50 financial planner as announced by The Australian Financial Review's Smart Investor magazine in 2010

#23 in Wealth Professional Top 50 Financial Planners

James Gerrard has been named one of Australia’s top 50 financial advisers by Wealth Professional in 2012.

Top 10 Financial Planner in Sydney

Voted as being one of the top 10 financial planners in Sydney by online guide - Top 10 Financial Planner in 2013