Five Retirement Planning Traps To Avoid
Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.
top of page
Financial Planning Advice
and Tips for Retirees
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
Jan 9
5 Expert Tips for the best Retirement Planning
1. Focus on the things that matter Humans have a tendency to focus on all the wrong things. We fixate on things that don’t matter,...
13 views
Oct 28, 2023
Can a Robo-adviser replace my human fiduciary financial advisor for wealth creation?
Robo-advice provides automated financial advice online. It uses AI algorithms to generate personalized investment recommendations based...
6 views
Oct 11, 2023
Should I pay fixed or percentage-based fees to my fiduciary financial advisor for retirement planning?
Fiduciary financial advisors use two main fee methods for financial advice in Australia: Fixed fees: Fiduciary financial advisors may...
20 views
Sep 25, 2023
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...
12 views
Sep 25, 2023
What are the benefits of a financial planner advising under a corporate parent, in our case, FYG Planners Pty Ltd?
Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...
7 views
bottom of page