insights
Certe Acquisition Marks the Genesis of New Professional Services Powerhouse
Certe has acquired financial advisory business, Genesis Financial Partners, to create a large, integrated professional services firm with 20+ staff including nine advisers.
Corporate Group Insurance Update – The Impact of COVID-19
Since the arrival of COVID-19 on the shores of Australia we have seen many businesses impacted including our clients and insurers. Having an employee insurance program is a great way to stand out from your competitors.
Certe Wealth Protection joins forces with AZNGA
In late April, Certe Wealth Protection struck a deal with AZ Next Generation Advisory (AZNGA) to help drive further growth in our business. Certe now has the financial backing of a large integrated accounting and financial advisory business to help improve our offering to our clients.
End of Financial Year Strategies for Clients
With many individuals experiencing the financial impact of COVID-19, you may be looking to lodge your 19/20 FY tax return early to potentially receive a refund. Before the EOFY, it may be worthwhile spending time looking at ways to maximise deductions, offsets and contributions in order to maximise your tax refund.