Financial Planning Advice
and Tips for Retirees

Not sure whether to invest through super, a family trust, or your own name? Each option has totally different tax outcomes, and choosing the right one can save you thousands. See the breakdown here.

Even if your average investment return looks great on paper, the order in which those returns arrive can make or break your retirement income and nest egg.

World Investor Week 2025, running from the 6th to 12th October, is your chance to step back, strengthen your defences and ensure your investments are on solid ground.

Join Simon as he wraps up the full video series on Money Master the Game – 7 Simple Steps to Financial Freedom, and see how each principle can be applied to your own financial journey.

What is a fiduciary? A fiduciary is a professional in a position of trust who must apply the highest standard of care when acting on...

Welcome to the first of five essential takeaways from Tony Robbins’ transformative book, Money Master the Game – 7 Simple Steps to Financial Freedom covered by Simon.

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.

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.

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

To maximize the financial benefits of downsizing and ensure a smooth transition into retirement, integrating it into your overall...

It's important to build your plan and map out your time line.

Estate planning - the tricky timing of super withdrawals

Estate Planning Trap - Joint assets

Watch my brief general advice primer on what Super death benefits tax is and how you may be able to save your estate up to $17,000 for...