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Financial Planning Advice
and Tips for Retirees
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
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
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. "It's...
Nov 21, 2024
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
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
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
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
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
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
Aug 29, 2024
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...
Aug 1, 2024
How to build your retirement plan (and why you need it)
It's important to build your plan and map out your time line.
Jul 5, 2024
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
Jun 22, 2024
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
May 17, 2024
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...
May 4, 2024
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...
Apr 26, 2024
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...
Mar 26, 2024
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