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
Find Out More

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.
Find Out More

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.

Find Out More

Personal Insurance

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

Find Out More

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.

Find Out More

Recent Blogs

Newsletter – February 2019

* Labor’s proposed changes to Negative Gearing will negatively impact house prices
* Australian Interest Rates look likely to fall this year
* Timing your Investments

read more

Newsletter – January 2019

* Why has the share market risen since the pre-Christmas decline?
* Payment of the increased tax on Super contributions for high income earners
* Financial Adviser and Financial Planner are now restricted terms
* Social Security (Centrelink) Assessment of the former Home for Aged Care Residents
* Enjoying the New Year at a beautiful property in Victoria

read more

Newsletter – December 2018

* Are stock markets globally likely to fall much further?
* What about the US-China Trade War?
* Some better news: Superannuation – Downsizer superannuation contributions

read more

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

Astute Wealth Advice

AstuteWheel_noText-(1)

5 Minute Health Check

Quickly and easily identify areas in the Astute Wheel where you might benefit from advice.

 

Start Now

Learning Centre

Women

Families

Pre-Retirees

Superannuation