A Financial Freedom Story: Downsizing $1 Million Into Super
The downsizer contribution is a government initiative designed to encourage older Australians to downsize their homes and invest the proceed
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Financial Planning Advice
and Tips for Retirees
- Aug 15
A Financial Freedom Story: Mark & Christine
Our goal was to construct a financial strategy to seamlessly transition all their assets into a tax-free superannuation income stream...
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- Aug 1
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...
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- 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.
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- Jun 22
Expert Tips on Financial Planning & Smart Spending
In the financial industry, the traditional focus on frugality and and caution often overlooks the importance of personal happiness and value
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- 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
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- 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...
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- Mar 1
Are there positive life experiences besides work? Achieve financial independence and retire early!
Since health declines and life is finite, we must optimise our time on earth. The answer to how you want to spend that time differs for...
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- Jan 9
5 Expert Tips for the best Retirement Planning
1. Focus on the things that matter Humans have a tendency to focus on all the wrong things. We fixate on things that don’t matter,...
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