Financial Planning Advice
and Tips for Retirees

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...

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...

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,...

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...

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

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