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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...
14 hours ago
1 view


Local Expert Series With Simon - Ep 5 featuring Simone Hargreaves (part 1)
Welcome to our "Local Expert" video series, where we bring together local professionals to share their insights and expertise.
7 days ago
18 views


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
26 views


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
34 views


RBA Rate Cut = A Pay Rise for Mortgage Holders. What's Your Financial Next Step?
In "Money: Master the Game" Tony Robbins poses a powerful question: "Have you made the decision to become an investor - not just a...
May 23
19 views


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
25 views


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
22 views


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
5 views


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
53 views


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
20 views


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
11 views


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
44 views


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
60 views


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
60 views


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
13 views


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
26 views


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
17 views


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
18 views


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
44 views


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
53 views
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