Wealth Management Archive

Strategic Financial Advice

How much cash should you hold vs invest? What’s the right mix?

Balancing cash reserves and investments is one of the most important financial decisions investors face during uncertain markets.

Strategic Financial Advice

Making the most of a market downturn

Market volatility can feel uncomfortable, but downturns often create valuable long-term investment opportunities for disciplined investors.

Small BusinessTax

How to Reduce Capital Gains Tax: 5 Strategies for Australians

Learn how to use capital losses, choose the right gains to offset, and time your asset sales strategically. This guide covers everything from basic CGT concepts to advanced tax-saving techniques for investors and small business owners.

Small Business

Tax Planning: Turning Franking Credits into Paper Gold

Learn how franking credits can boost your financial health with Paris Financial. Ideal for retirees and small business owners, this approach turns 'paper gold' into tangible financial security.

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.