Financial Planning Advice
and Tips for Retirees

2 days ago

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...

21 views

Aug 15

A Financial Freedom Story: Mark & Christine

Our goal was to construct a financial strategy to seamlessly transition all their assets into a tax-free superannuation income stream...

20 views

Jul 5

How to build your retirement plan (and why you need it)

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

32 views

Jun 22

Expert Tips on Financial Planning & Smart Spending

In the financial industry, the traditional focus on frugality and and caution often overlooks the importance of personal happiness and value

6 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

Mar 26

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

Jan 9

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

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

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

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