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Financial Planning Advice
and Tips for Retirees


A Financial Freedom Story - Jeff & Lyn
Jeff and Lyn, a professional couple in their mid-50s, had done well financially but still felt uneasy about their future. Despite their...
Apr 11
8 views


A Financial Freedom Story - Mark & Sarah
Mark and Sarah, both in their late 40s, had built a comfortable life. They had well-paying jobs, a lovely home, and a growing...
Mar 21
15 views


A Financial Freedom Story- Emma & James
Emma and James were a young professional couple in their late 20s, living in a stylish apartment in Sydney’s inner west. Both had...
Mar 7
12 views


Scott Pape's Take: Wealth vs. Health—Choose Financial FreedomÂ
How unbalanced is your wealth vs health scale, are you pushing yourself too hard for those extra dollars into your retirement nest-egg when
May 17, 2024
27 views


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...
Sep 25, 2023
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