Financial Planning Advice
and Tips for Retirees

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 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 -...

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...

To maximize the financial benefits of downsizing and ensure a smooth transition into retirement, integrating it into your overall...

Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.

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...

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. Be honest and upfront about your financial situation. Your advisor can only give you the best advice if they completely understand...