Retirement Road Map

Financial Planning is all about helping our clients achieve their lifetime goals. I had the pleasure of meeting with some long-term clients – Ian & Evelyn, recently who had the retirement goal of buying a 4WD & caravan so they could explore this beautiful country we live in. We set this goal a number of […]

Nearing retirement? 7 steps to take before you leave work

You’re so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of choice. You have created a realistic retirement budget. You dream of more days at the beach, turning into a grey nomad, with none, zero, nada, office commitments. To increase the […]

6 ways to stay well in retirement

A fulfilling retirement isn’t just about money, it’s about staying healthy, active and connected So much of preparing for retirement is about the dollars and cents. Working out whether a transition to retirement strategy works for you. Deciding which type of income stream is appropriate to deliver the right balance between income and capital gain. […]

Age Pension while travelling outside Australia

Nearly one-fifth of age pensioners travelled abroad last year and the numbers are increasing. As we move into colder temperatures and experience the increased desire to escape to warmer locations, it’s a good time to know whether and how your trip affects your Age Pension benefits. Generally speaking, if your overseas holiday is less than […]

The 5 critical times to get financial advice

There’s no bad time to seek financial advice. Financial advice is not just about retirement.  It’s also about risk, tax, growing your wealth and protecting it from a turn of bad luck or the taxman. The right advice from a Financial Planner in Perth can make a big difference on your outcomes and achievements, helping […]