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Financial Planning Advice
and Tips for Retirees


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
3 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
58 views


Scott Pape's Take: Wealth vs. Health—Choose Financial FreedomÂ
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
27 views


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,...
Jan 9, 2024
15 views

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...
Sep 25, 2023
13 views


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...
Sep 25, 2023
10 views
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