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Financial Planning Advice
and Tips for Retirees


Summing Up How We Use The Principles Of "Money Master The Game - 7 Simple Steps to Financial Freedom" by Tony Robbins
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.
Oct 10
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How to Outsmart Investment Fraud: Lessons from World Investor Week
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.
Oct 2
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Key Takeaways from "Money Master The Game - 7 Simple Steps to Financial Freedom" by Tony Robbins (part 5)
Welcome to the final video of five essential takeaways from Tony Robbins’ transformative book, Money Master the Game – 7 Simple Steps to...
Sep 26
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Key Takeaways from "Money Master The Game - 7 Simple Steps to Financial Freedom" by Tony Robbins (part 4)
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.
Sep 18
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Key Takeaways from "Money Master The Game - 7 Simple Steps to Financial Freedom" by Tony Robbins (part 3)
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.
Sep 12
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Key Takeaways from "Money Master The Game - 7 Simple Steps to Financial Freedom" by Tony Robbins (part 2)
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.
Sep 5
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The Ultimate Guide to Choosing a Fiduciary Financial Advisor in Australia
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...
Aug 28
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Key Takeaways from "Money Master The Game - 7 Simple Steps to Financial Freedom" by Tony Robbins (part 1)
Welcome to the first of five essential takeaways from Tony Robbins’ transformative book, Money Master the Game – 7 Simple Steps to Financial Freedom covered by Simon.
Aug 15
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Ways to Draw Money Out
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...
Jun 26
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Financial Freedom Starts with Smart Systems – Why use AI? Â
You can use AI to analyse your spending habits and highlight areas for improvement. For example, you could upload a list of transactions...
Jun 13
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What Is Dollar-Costing Averaging?
If you're worried about timing the market when adding a large lump sum to your investment portfolio, especially during volatile periods,...
Jun 6
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Electricity Prices Are Rising – Here's How Smart Investors Stay Ahead
From July 1, 2025, electricity prices will increase for many Australian households - with those in NSW seeing the steepest rise, ranging...
May 30
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Simon's "1 Minute Money Message" (Episode 13): 3 Life Lessons That Also Apply to Investing (part 2)
Welcome to Episode 13 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth....
May 16
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Simon's "1 Minute Money Message" (Episode 12): 3 Life Lessons That Also Apply to Investing (part 1)
Welcome to Episode 12 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth....
Apr 17
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Simon's "1 Minute Money Message" (Episode 11): 3 Common Investing Mistakes
Welcome to Episode 11 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. ...
Apr 4
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Local Expert Series With Simon - Ep 4 featuring Margot Krekeler-Obertopp
Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.
Mar 21
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Simon's "1 Minute Money Message" (Episode 10): 5 Great Money & Mindset Books To Help You Achieve Great Success
Welcome to Episode 10 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth....
Mar 14
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Simon's "1 Minute Money Message" (Episode 9): What Is The Difference Between Passive And Active Investing?
Welcome to Episode 9 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. So...
Feb 21
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Local Expert Series With Simon - Ep 3 featuring Noel Whittaker
Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.
Jan 31
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Local Expert Series With Simon - Ep 2 featuring Noel Whittaker
Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise. Noel...
Dec 20, 2024
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