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 – August 2021

* The Delta Variant is impacting parts of the Share Market, not just our Health
* High Commodity Prices are helping Australia greatly
* How Investment Diversification helps you
* CBA Buy-Back

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Newsletter – July 2021

* Is the spreading Coronavirus outbreak a big deal economically?
* Inflation: is it a precursor to higher interest rates?
* Superannuation Changes effective from 1 July 2021
* Annual Super & Investment Statements coming soon

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Newsletter – June 2021

* Temporary Reduction in Minimum Pensions extended for 2021/22
* Buying a property off-the-plan
* Downsizer contributions to Super don’t have to be in Cash
* Superannuation Death Benefits
* Cryptocurrencies are very volatile
* Artificial Intelligence

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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