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...
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Financial Planning Advice
and Tips for Retirees
- 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
15 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...
16 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.
30 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 17
Scott Pape's Take: Wealth vs. Health—Choose Financial Freedom
How unbalanced is your wealth vs health scale, are you pushing yourself too hard for those extra dollars into your retirement nest-egg when
23 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
- Apr 26
Crafting Your Early Retirement Plan: Find Your Optimal Volume
The beauty of the FIRE movement? Flexibility! There's no one-size-fits-all approach to early retirement. For some, it means hanging up...
22 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
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