Simon's "1 Minute Money Message" (Episode 3): What Is A Bucket Strategy?
Simon's 1 Minute Money Message - What Is A Bucket Strategy
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Financial Planning Advice
and Tips for Retirees
Sep 27
Simon's "1 Minute Money Message" (Episode 2): Simple Ideas to Grow, Protect and Manage Your Wealth!
Welcome to Episode 2 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. "A...
41 views
Sep 13
Simon's "1 Minute Money Message": Simple Ideas to Grow, Protect and Manage Your Wealth!
Welcome to our "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. Watch the first...
75 views
Aug 29
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
17 views
Aug 15
A Financial Freedom Story: Mark & Christine
Our goal was to construct a financial strategy to seamlessly transition all their assets into a tax-free superannuation income stream...
19 views
Aug 1
Downsizing and Retirement Planning: A Strategic Partnership
To maximize the financial benefits of downsizing and ensure a smooth transition into retirement, integrating it into your overall...
17 views
Jul 18
Five Retirement Planning Traps To Avoid
Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.
28 views
Jul 5
How to build your retirement plan (and why you need it)
It's important to build your plan and map out your time line.
31 views
Jun 22
Expert Tips on Financial Planning & Smart Spending
In the financial industry, the traditional focus on frugality and and caution often overlooks the importance of personal happiness and value
6 views
May 11
Avoiding Retirement Pitfalls: Protecting Your Pension Rights
Estate Planning Trap - Joint assets
12 views
May 4
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...
17 views
Mar 26
Why you should shift your savings to boost your experience spending – the opposite of the traditional mindset – go for memories over materialism and retire early
Traditionally, we forgo spending money today and defer enjoyment until the future, which is called “saving.” examples include boosting...
16 views
Mar 1
Are there positive life experiences besides work? Achieve financial independence and retire early!
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...
29 views
Nov 14, 2023
Tips to help you work best with your fiduciary financial advisor for retirement planning and wealth creation.
1. Be honest and upfront about your financial situation. Your advisor can only give you the best advice if they completely understand...
14 views
Oct 28, 2023
Can a Robo-adviser replace my human fiduciary financial advisor for wealth creation?
Robo-advice provides automated financial advice online. It uses AI algorithms to generate personalized investment recommendations based...
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Oct 13, 2023
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...
20 views
Oct 11, 2023
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...
20 views
Sep 25, 2023
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...
12 views
Sep 25, 2023
What are the benefits of a financial planner advising under a corporate parent, in our case, FYG Planners Pty Ltd?
Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...
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