Financial Planning Advice
and Tips for Retirees

Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.

What if the hardest financial decisions don’t come when you're building wealth, but when you're spending it? For retirees and those who...

Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.

You can use AI to analyse your spending habits and highlight areas for improvement. For example, you could upload a list of transactions...

If you're worried about timing the market when adding a large lump sum to your investment portfolio, especially during volatile periods,...

From July 1, 2025, electricity prices will increase for many Australian households - with those in NSW seeing the steepest rise, ranging...

In "Money: Master the Game" Tony Robbins poses a powerful question: "Have you made the decision to become an investor - not just a...

Welcome to Episode 13 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth....

Welcome to Episode 12 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth....

Jeff and Lyn, a professional couple in their mid-50s, had done well financially but still felt uneasy about their future. Despite their...

Welcome to Episode 11 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. ...

Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.

Mark and Sarah, both in their late 40s, had built a comfortable life. They had well-paying jobs, a lovely home, and a growing...

Welcome to Episode 10 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth....

Emma and James were a young professional couple in their late 20s, living in a stylish apartment in Sydney’s inner west. Both had...

Welcome to Episode 9 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. So...

Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.

Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise. Noel...

Welcome to Episode 8 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. Hi, so...

Welcome to Episode 7 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. "Money...