THE ADVISER’S NOTEBOOK
August 2026
Gavin Glozier, Grad Dip, Fin Plan
CEO & Principal Financial Adviser
P 1300 763 498 • M 0408 155 140
Level 17, Angel Place, 123 Pitt Street, Sydney NSW 2000
Live the life you want to live.
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A summary of how the latest Federal Budget impacts different groups, from taxpayers to retirees. Helps place recent policy changes into context when reviewing your financial position for the year ahead.
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A market perspective on the current economic environment, exploring growth trends, risks, and how global conditions may influence investment decisions over time.
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A look at the factors influencing life insurance decisions, including awareness, affordability, and common misconceptions about who needs cover and when.
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A straightforward look at why life insurance matters, including how it can support dependents, cover debts, and help maintain financial stability if something unexpected happens.
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A practical guide to creating a financial buffer for unexpected expenses, including how much to set aside and simple ways to build it over time.
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An overview of how estate planning decisions can influence tax outcomes, particularly when passing on assets such as super, property, or investments..
