Financial Planning Advice
and Tips for Retirees

Not sure whether to invest through super, a family trust, or your own name? Each option has totally different tax outcomes, and choosing the right one can save you thousands. See the breakdown here.

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 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...

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...

If you're worried about timing the market when adding a large lump sum to your investment portfolio, especially during volatile periods,...

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...

The downsizer contribution is a government initiative designed to encourage older Australians to downsize their homes and invest the proceed

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

Estate planning - the tricky timing of super withdrawals

The good news is that even small changes can make a big difference.    Our easy-to-follow "Financial Health Check" and “Can I Retire...

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...

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

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

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