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Financial Planning

Managing Sudden Wealth: How to Protect and Prosper After a Windfall
By James MarshallJune 12, 2025
Share Price Falls: A Window of Opportunity for Executive Share Scheme Holders
By James MarshallMay 18, 2025
Managing Redundancy for Mining and Resources Executives: Tax, Benefits, and Next Steps
By Brett CribbFebruary 26, 2025
Don’t Waste Your Cash Bonus: Smart Moves for Mining and Resources in 2025
By James MarshallFebruary 11, 2025
5 Smart Financial Moves to Kickstart 2025
By James MarshallFebruary 4, 2025
Gift or Loan? Supporting Adult Children Financially
By James MarshallDecember 16, 2024
Preparing Your Family to Manage Wealth in the Next Generation
By Brett CribbDecember 3, 2024
What Happens to Your Executive Share Scheme (ESS) When Your Role is Made Redundant?
By James MarshallOctober 14, 2024
The Power of Offset Accounts
The Power of Offset Accounts: Flexibility and Financial Strategies for Mining and Resources Professionals
By Brett CribbAugust 27, 2024
Business Succession Financial Planning Resources Unearthed
Planning for the Future: Leveraging Superannuation in Business Succession
By James MarshallAugust 23, 2024
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  • About
    • About Us
    • Contributors
      • Brett Cribb
      • James Marshall
      • Craig Barry
      • Craig Hong
      • Robert Lamb
      • Richard Loveday
    • About You
    • Testimonials
  • Executive Share Schemes
  • Expatriates
  • Services
    • Financial Planning
    • Specialist Tax & Business Advice
    • Family Office
    • Legal Support
    • Finance & Lending
  • Resources
    • Blog
    • Strategy Papers
    • Case Studies
    • Resourceful Podcasts
    • Videos
  • Contact