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

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.

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.

Personal Insurance

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

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.

Recent Blogs

Newsletter – January 2022

*  A Report Card on what I was expecting a year ago
* Some Forecasts for 2022
* Inflation in the US and impact on Equity Markets
* Andrew’s Retirement

read more

Newsletter – December 2021

* Merry Christmas & Happy New Year
* US Inflation is high and what it might mean for interest rates
* Downsizer Contributions to Super – qualifying age likely to be reduced to 60
* Abolition of the minimum salary threshold for SG contributions
* Change on ownership of Colonial First State
* Magnitsky Laws passed by Australian Parliament – good news!

read more

Newsletter – November 2021

* Inflation in the US is seemingly out of control
* The share market is vulnerable if inflation causes significant interest rate rises
* Electric Vehicles (EVs) are a big deal
* Increased scope for older people to contribute to Superannuation
* What is the Family Tax Benefit and who can receive it?
* Pfizer’s COVID Pill is effective & likely to be deployed globally

read more

What Our Client’s Say

Chris

“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.”

Chris
Marketing Manager

Lex

“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.”

Lex
Business Owner

Sandra

“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.”

Sandra

Teacher