I am passionate about helping clients achieve their goals by providing realistic and impartial advice.

Carl Dawson

    Financial Planner SSFS

Videos

Should I reduce my mortgage?

What a wonderful dilemma! If you’re asking yourself this question, then you’ve got what counts; financial discipline. You understand where your expenditure is going and how much you can save.

How much will I need in retirement?

It's probably one of the most frequently asked questions when it comes to financial planning. And the answer really depends on what you want to do and how long your money needs to last.

Should I Salary Sacrifice?

There are significant tax savings available, and any contribution to super you can afford to make today will improve your final super benefit and your lifestyle in retirement.

Should I invest in residential property?

Australians love investing in property. For several generations the great Australian dream has been to own one’s own home. However, many Australians also strive to own one or more residential investment properties.

What's the right SASS investment allocation?

Choosing the right investment strategy for your super is an important decision. There is no one approach that suits everyone. What’s most important is that you understand how your money is invested and can live with the associated risks.