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Financial Planning Advice
and Tips for Retirees


Jan 31
Local Expert Series With Simon - Ep 3 featuring Noel Whittaker
Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.
27 views

Dec 20, 2024
Local Expert Series With Simon - Ep 2 featuring Noel Whittaker
Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise. Noel...
54 views


Dec 12, 2024
Simon's "1 Minute Money Message" (Episode 8): Tips for Saving Money at Christmas
Welcome to Episode 8 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. Hi, so...
27 views


Dec 5, 2024
Simon's "1 Minute Money Message" (Episode 7): Consolidating Your Super
Welcome to Episode 7 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. "Money...
10 views


Nov 21, 2024
Simon's "1 Minute Money Message" (Episode 6): What Are the Top 3 Ways That People Are Cyber Scammed?
Welcome to Episode 6 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. Â "It's...
25 views


Nov 8, 2024
Simon's "1 Minute Money Message" (Episode 5): What is Rebalancing and Why Is It Important?
Welcome to Episode 5 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. So what...
16 views


Oct 25, 2024
Simon's "1 Minute Money Message" (Episode 4): What Is The Difference Between A Pensioner Concession And Seniors Card?
Welcome to Episode 4 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. So...
17 views


Oct 10, 2024
Simon's "1 Minute Money Message" (Episode 3): What Is A Bucket Strategy?
Simon's 1 Minute Money Message - What Is A Bucket Strategy
43 views


Sep 27, 2024
Simon's "1 Minute Money Message" (Episode 2): Simple Ideas to Grow, Protect and Manage Your Wealth!
Welcome to Episode 2 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. "A...
52 views


Sep 13, 2024
Simon's "1 Minute Money Message": Simple Ideas to Grow, Protect and Manage Your Wealth!
Welcome to our "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. Watch the first...
82 views


Aug 29, 2024
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
18 views


Aug 15, 2024
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...
20 views


Aug 1, 2024
Downsizing and Retirement Planning: A Strategic PartnershipÂ
To maximize the financial benefits of downsizing and ensure a smooth transition into retirement, integrating it into your overall...
20 views


Jul 18, 2024
Five Retirement Planning Traps To Avoid  Â
Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.
29 views


Jul 5, 2024
How to build your retirement plan (and why you need it)
It's important to build your plan and map out your time line.
34 views


Jun 22, 2024
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
6 views

Jun 6, 2024
What Can A Life In Retirement Look Like?
Retirement coaching is a cousin to financial planning, centred on finding the best outcome for you, after considering your circumstances.
70 views


May 17, 2024
Scott Pape's Take: Wealth vs. Health—Choose Financial FreedomÂ
How unbalanced is your wealth vs health scale, are you pushing yourself too hard for those extra dollars into your retirement nest-egg when
27 views


May 11, 2024
Avoiding Retirement Pitfalls: Protecting Your Pension Rights
Estate Planning Trap - Joint assets
12 views


May 4, 2024
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...
19 views
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