Financial Planning Advice
and Tips for Retirees

The downsizer contribution is a government initiative designed to encourage older Australians to downsize their homes and invest the proceed

It's important to build your plan and map out your time line.

Estate planning - the tricky timing of super withdrawals

The good news is that even small changes can make a big difference.    Our easy-to-follow "Financial Health Check" and “Can I Retire...

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,...

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...

There are two types of financial advice: general and personal. General advice is not tailored to your specific situation, while personal...

Fiduciary financial advisors use two main fee methods for financial advice in Australia: Fixed fees: Fiduciary financial advisors may...

This occurrence is likely to be higher among financial advisors whom large financial institutions, such as banks and superannuation...