Financial Planning Advice
and Tips for Retirees

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...

Robo-advice provides automated financial advice online. It uses AI algorithms to generate personalized investment recommendations based...

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...

Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...

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