Financial Planning Advice & Strategies

Several short videos outlining the benefits of financial planning and key issues in retirement planning, personal insurances, self managed super and aged care
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Aged Care Financial Advice

The benefits of financial planning and some key issues to consider if you are assisting someone to enter an aged care facility, such as whether to sell the home and strategies around bonds and fees.

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Self Managed Super Funds

The benefits of financial planning and some pros and cons and issues you should consider when deciding whether you should have a self managed super fund.

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Personal Insurance

The benefits of financial planning and some benefits of protecting yourself and your dependants should you get seriously injured or sick.

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Retirement Planning for Australians

The benefits of financial planning and some issues you should consider when planning for your retirement, retirement planning strategies and what you can do to ensure you will have enough to retire comfortably.

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Recent Blogs

Newsletter – March 2017

* Achieving Financial Independence is not just about investment returns
* Are you paying too much on your Mortgage?
* Chinese Military Installations in the South China Sea – should we be concerned?
* Marriage in the Computer Age

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Newsletter – February 2017

*Changing Times – from the fall of the Berlin Wall to Trump
* Will the Trump share market rally continue?
* Super contributions cap changes: what do they mean for you?
* The importance of Immigration to the USA (and Australia)

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Newsletter – January 2017

* The Australian Residential Real Estate Market
* Another Property Boom – it’s not just (Eastern) Australia
* Where to for the Australian Share market in 2017?
* Calendar Facts
* Work – Life Balance

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What Our Client’s Say


“I’ve found Andrew’s professional knowledge and skills invaluable in assisting me choose the right insurances and superannuation investments. He exhibits a high level of integrity. I am certain that the client’s best interests are at the core of Andrew’s decision making.”

Marketing Manager


“Andrew provides clear and constructive advice on creating a well balanced portfolio, tailored towards the timing of our expected retirement. Andrew has provided clarity and certainty in his advice to us for our SMSF, including working closely with our accountant and our fund auditor.”

Business Owner


“I have found Andrew’s advice and support to be invaluable. I would have no hesitation in recommending him to others who seek a highly competent and knowledgeable financial adviser.”



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