Downsizing and Retirement Planning: A Strategic Partnership
To maximize the financial benefits of downsizing and ensure a smooth transition into retirement, integrating it into your overall...
top of page
Financial Planning Advice
and Tips for Retirees
Jul 18
Five Retirement Planning Traps To Avoid
Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.
29 views
May 17
Scott Pape's Take: Wealth vs. Health—Choose Financial Freedom
How unbalanced is your wealth vs health scale, are you pushing yourself too hard for those extra dollars into your retirement nest-egg when
25 views
May 11
Avoiding Retirement Pitfalls: Protecting Your Pension Rights
Estate Planning Trap - Joint assets
12 views
May 4
Unlock Your Financial Future: 5 Reasons to Choose a Fiduciary
The good news is that even small changes can make a big difference. Our easy-to-follow "Financial Health Check" and “Can I Retire...
17 views
Apr 26
Crafting Your Early Retirement Plan: Find Your Optimal Volume
The beauty of the FIRE movement? Flexibility! There's no one-size-fits-all approach to early retirement. For some, it means hanging up...
22 views
Mar 26
Why you should shift your savings to boost your experience spending – the opposite of the traditional mindset – go for memories over materialism and retire early
Traditionally, we forgo spending money today and defer enjoyment until the future, which is called “saving.” examples include boosting...
16 views
Jan 9
What is the Super Death Benefits Tax and how does it impact Estate Planning?
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...
11 views
Oct 13, 2023
Are you confused about general advice versus personal advice when talking to a financial planner?
There are two types of financial advice: general and personal. General advice is not tailored to your specific situation, while personal...
22 views
Oct 11, 2023
Should I pay fixed or percentage-based fees to my fiduciary financial advisor for retirement planning?
Fiduciary financial advisors use two main fee methods for financial advice in Australia: Fixed fees: Fiduciary financial advisors may...
20 views
Sep 25, 2023
Be wary of financial planners who only recommend in-house funds vs the fiduciary financial advisor approach.
This occurrence is likely to be higher among financial advisors whom large financial institutions, such as banks and superannuation...
12 views
Sep 25, 2023
What are the benefits of a financial planner advising under a corporate parent, in our case, FYG Planners Pty Ltd?
Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...
7 views
Sep 25, 2023
Why ownership structure matters - how this fiduciary financial advisor does it and the benefit for retirement planning and wealth management clients.
When choosing a financial planning practice, it is important to ask about the ownership structure and make sure that the practice is...
8 views
bottom of page