top of page
Financial Planning Advice
and Tips for Retirees
Mar 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...
16 views
Mar 1, 2024
Are there positive life experiences besides work? Achieve financial independence and retire early!
Since health declines and life is finite, we must optimise our time on earth. The answer to how you want to spend that time differs for...
32 views
Jan 9, 2024
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,...
15 views
Jan 9, 2024
What is the Super Death Benefits Tax and how does it impact Estate Planning?
Watch my brief general advice primer on what Super death benefits tax is and how you may be able to save your estate up to $17,000 for...
11 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...
13 views
Sep 25, 2023
Why ownership structure matters - how this fiduciary financial advisor does it and the benefit for retirement planning and wealth management clients.
When choosing a financial planning practice, it is important to ask about the ownership structure and make sure that the practice is...
10 views
bottom of page