Financial Planning Advice
and Tips for Retirees

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.

Finding the right advisor can make all the difference to your financial future. From knowing your goals to checking for independence, these five simple tips will help you make a confident, informed choice - and avoid common pitfalls along the way.

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.

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.

Welcome to the final video of five essential takeaways from Tony Robbins’ transformative book, Money Master the Game – 7 Simple Steps to...

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

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

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

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.

In his book Money: Master the Game , Tony Robbins shares a powerful concept: set a savings target as a percentage of your income -...

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...

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...

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. ...