Now & Next latest edition

Welcome to the Autumn edition of Now & Next… our quarterly Financial Planning newsletter In this edition… Three things you should know before investing in multi-generational living  Granny flats and multi-generational housing have garnered a lot of media attention lately as possible remedies for rising housing costs. Yet there are three important things you should know before you dive in. What do rising geopolitical tensions mean for investment markets? As…  Read more

Unlock the Essentials of EVs: Practical Insights

Are you considering upgrading your vehicle? Have you explored the benefits of electric vehicles (EVs)? The Government’s push for consumers to choose electric vehicles represents a shift towards more affordable and sustainable transportation options, with the added benefit of tax incentives. Choosing an electric vehicle now offers greater tax advantages than purchasing a fossil fuel vehicle of the same price. However, in addition to the financial and sustainable benefits, there…  Read more

Client Identity Verification

As a Tax Agent and in compliance with requirements of the Tax Practitioner’s Board, O’Brien Accountants & Advisors now requires verification of client identities prior to providing our services. Strong client verification helps to reduce the risk to tax practitioners and clients alike of identity theft and fraudulent activity. With an ever-increasing reliance on technology the risks presented by this continue to rise particularly in the field of accounting and…  Read more

Differences Between an Accountant and a Financial Planner

When it comes to managing your finances, there are two professions that can help you understand your numbers, and ensure you have a plan to get to where you want to be. Accountants and Financial Planners can both play an important role in your financial success, but there are some important differences between the two. For any successful business, it is advisable to have both an accountant and a financial…  Read more

What you need to do before you retire

If you haven’t given any thought to what your retirement will look like, now’s a great time to start. It might not be the most fun thing to think about—not when there are vacations to plan or houses to buy—but retirement planning is a vital part of your overall financial plan. Most people dream about the day they no longer have to work. They dream of having a leisurely coffee…  Read more

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