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Financial Planning Advice
and Tips for Retirees


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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Simon's "1 Minute Money Message" (Episode 8): Tips for Saving Money at Christmas
Welcome to Episode 8 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. Hi, so...
Dec 12, 2024
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Simon's "1 Minute Money Message" (Episode 7): Consolidating Your Super
Welcome to Episode 7 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. "Money...
Dec 5, 2024
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Simon's "1 Minute Money Message" (Episode 6): What Are the Top 3 Ways That People Are Cyber Scammed?
Welcome to Episode 6 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. Â "It's...
Nov 21, 2024
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Simon's "1 Minute Money Message" (Episode 5): What is Rebalancing and Why Is It Important?
Welcome to Episode 5 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. So what...
Nov 8, 2024
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Simon's "1 Minute Money Message" (Episode 4): What Is The Difference Between A Pensioner Concession And Seniors Card?
Welcome to Episode 4 of "One Minute Money Message" where Simon will outline Simple Ideas to Grow, Protect and Manage Your Wealth. So...
Oct 25, 2024
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Simon's "1 Minute Money Message" (Episode 3): What Is A Bucket Strategy?
Simon's 1 Minute Money Message - What Is A Bucket Strategy
Oct 10, 2024
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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...
Sep 27, 2024
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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...
Sep 13, 2024
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