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.

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

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...

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

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

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

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

Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.

How unbalanced is your wealth vs health scale, are you pushing yourself too hard for those extra dollars into your retirement nest-egg when

Estate Planning Trap - Joint assets

The good news is that even small changes can make a big difference.    Our easy-to-follow "Financial Health Check" and “Can I Retire...

The beauty of the FIRE movement? Flexibility! There's no one-size-fits-all approach to early retirement. For some, it means hanging up...

Traditionally, we forgo spending money today and defer enjoyment until the future, which is called “saving.” examples include boosting...

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...

There are two types of financial advice: general and personal. General advice is not tailored to your specific situation, while personal...

Fiduciary financial advisors use two main fee methods for financial advice in Australia: Fixed fees: Fiduciary financial advisors may...

This occurrence is likely to be higher among financial advisors whom large financial institutions, such as banks and superannuation...

Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...

When choosing a financial planning practice, it is important to ask about the ownership structure and make sure that the practice is...