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 – November 2020

* Covid-19 Vaccine News is very positive for health and financial markets
* The market reaction to the US Election Results
* Low interest rates – bad for term deposits,  good for residential property prices
* Implications of Gifting for Social Security Recipients

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Newsletter – October 2020

* Cash is King no longer applies
* 2020 Federal Budget & Implications
* Superannuation changes in the Budget
* Salary Sacrifice / Personal Tax-deductible Super Contributions
* Cashing out your Super in Retirement
* Residential Property Prices
* Sustainable Investing – a look at Australian Companies

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Newsletter – September 2020

* What has happened in Financial Markets since late February?
* Can Tech Stocks keep rising or is it a bubble?
* Morgan Housel on finding the sensible balance between optimism and pessimism
* The role of Fixed Interest Investments (Bonds)
* Navigating the new assets test limit for the Age Pension

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Who We Help

Women

Families

Pre-Retirees

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

Learning Centre

Women

Families

Pre-Retirees

Superannuation