Useful links and tools to help you manage your finances.

Financial Resources

There are many resources available online including access to your investment and super accounts at any time. We have included links for those here, and some other trusted sites to draw information and research from.

Investment & Superannuation Logins

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Useful Documents & Downloads

Financial Services Guide (PDF)

Understanding the advice process and our relationship with you.

Taxtime Toolkit for Investors (PDF)

This toolkit is a resource for anyone earning money from their investments, whether you invest in property, shares or crypto assets.

It’s our goal to empower, encourage + inspire.

Useful Links

There are several websites which you may find useful as a source of information.
Some sites include tools such as calculators, where you can enter your own personal details to see how you are affected by different scenarios.

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Australian Taxation Office
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Services Australia
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myagedcare logo resource
Realise your dream blog centrepoint alliance - financial advice and articles
Realise Your Dream
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MoneySmart Budget Planner

Financial freedom without boundaries.

The success of Sterling KPG is attributed to taking a genuine and active interest in our clients’ financial affairs. Here are a few questions that we commonly get asked regarding our services.

Commonly Asked Questions

When should I start getting retirement advice?

You can start making a retirement plan today!

Using smart saving strategies and giving yourself more time to save, will all work in your favour.  Setting goals early might just allow you to retire sooner than you think.

How much does financial advice cost?

It depends.  As no two people are the same, we don’t charge everyone the same fees.  When we get to know you and establish how we can help, we prepare your Client Engagement Letter so you know an estimate of costs before we start.  For an indication of what you could pay, the Moneysmart website sets out an example of financial advice fees.

Visit the MoneySmart website >>

How much money can I have and still get an Age pension?

Centrelink assesses your eligibility for the pension using an
Income and Asset test, and not all assets are assessed in the same way.  Simple factors such as the date of purchase
may affect how the asset is treated.  Knowing these rules helps us to put together strategies which can help maximise your entitlements.

For more information about the Age Pension see the Services Australia website.

Just a few of our industry accreditations.

The Tax Institure - Chartered tax advisor logo
Tax practitioners board - registered tax agent 60974015
CPA Public Practice logo
Tax practitioners board - registered tax (financial) adviser 24969476
Accredited Aged Care Professional logo