News & Resources
7 best suggestions to apply to your 2025 investing
7 best suggestions to apply to your 2025 investingIt’s hard to believe that we are already in 2025. It feels like just yesterday when the world was gripped by the fear of New Year’s Eve 2000, anticipating catastrophic technology crashes that would plunge us into...
Selling your home in retirement
Selling your home in retirementSelling your home in retirement is a significant decision, and it’s important to unpack some of the key considerations around superannuation, Centrelink, and broader retirement planning. Common Reasons for Selling Your Home in Retirement...
Renting part of your home-Airbnb and Age Pension
Renting part of your home-Airbnb and Age PensionMany retirees are looking for various forms of an additional income stream in retirement and the question I often get asked is: “Can I rent part of my home and how is my home assessed by Centrelink for the Age Pension?”...
Account based pension or annuity
Account based pension or annuity – which income stream is for youToday we will have a debate about the two income streams: account-based pensions and annuities, to decide which one is better and why, and which one you should consider. We will compare them and discuss...
What the next Trump’s policy means for Australia and your retirement
What the next Trump’s policy means for Australia and your retirementGenerally, I do not like to discuss politics. I never get involved in any political debates or arguments, and most certainly not when it concerns another country. But the latest election in America...
Exciting News: We Are Growing
Today, I’m thrilled to introduce someone who’s been an integral part of our team but a bit of a “secret” until now—Shaun Jones, an experienced financial planner who brings a wealth of knowledge to our boutique practice. Why Shaun Specialises in Retirement Planning...
Retirement in Australia
Retirement in AustraliaEvery year there is about 120,000 people ready to retire in Australia at an average age of 64.8. In 2022-23 there were 4.2mil retirees in Australia and Age Pension was the main source of income for most retirees In 2022-23, 54% of retirees were...
Why investors continue working with financial planner
Why investors continue working with financial plannerToday I thought I would change a topic a little and discuss with you an interesting article I read the other day titled: Why do investors keep their financial advisers around? Here are the findings by the...