Financial Planning Advice
and Tips for Retirees

Aug 1

Downsizing and Retirement Planning: A Strategic Partnership

To maximize the financial benefits of downsizing and ensure a smooth transition into retirement, integrating it into your overall...

19 views

Jul 18

Five Retirement Planning Traps To Avoid

Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.

29 views

May 17

Scott Pape's Take: Wealth vs. Health—Choose Financial Freedom

How unbalanced is your wealth vs health scale, are you pushing yourself too hard for those extra dollars into your retirement nest-egg when

25 views

May 11

Avoiding Retirement Pitfalls: Protecting Your Pension Rights

Estate Planning Trap - Joint assets

12 views

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

Apr 26

Crafting Your Early Retirement Plan: Find Your Optimal Volume

The beauty of the FIRE movement? Flexibility! There's no one-size-fits-all approach to early retirement. For some, it means hanging up...

22 views

Mar 1

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

Nov 14, 2023

Tips to help you work best with your fiduciary financial advisor for retirement planning and wealth creation.

1. Be honest and upfront about your financial situation. Your advisor can only give you the best advice if they completely understand...

16 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...

8 views

Oct 13, 2023

Are you confused about general advice versus personal advice when talking to a financial planner?

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

24 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...

23 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

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...

9 views

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Financial Planning Advice and Tips for Retirees

Financial Planning Advice
and Tips for Retirees