Financial Planning Advice
and Tips for Retirees

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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How to build your retirement plan (and why you need it)

It's important to build your plan and map out your time line.

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Estate planning - The tricky timing of Super withdrawals

Estate planning - the tricky timing of super withdrawals

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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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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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What is the Super Death Benefits Tax and how does it impact Estate Planning?

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...

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Are you confused about general advice versus personal advice when talking to a financial planner?

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

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Should I pay fixed or percentage-based fees to my fiduciary financial advisor for retirement planning?

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

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Be wary of financial planners who only recommend in-house funds vs the fiduciary financial advisor approach.

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

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