News and Insights

Retirement Planning for Small Business Owners: Strategies for Financial Freedom

September 25th, 2024

As a small business owner in Australia, planning for retirement is crucial for securing your financial future. One strategy available is an account-based pension, allowing you to draw a regular income from your superannuation while keeping the remaining balance invested. By implementing tailored retirement strategies now, you can work toward financial freedom and ensure a […]

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7 financial things to do 10 years before retirement

September 10th, 2024

Retirement is a major milestone in life, requiring careful planning and preparation. If you’re about a decade away from retiring, taking the necessary steps to ensure financial security in your golden years is essential. In this article, we’ll explore seven key financial things you should consider doing a decade before retiring. By evaluating your retirement […]

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Catch up contributions

April 1st, 2024

In this article, we will dive into the details of catch up contributions in superannuation, including eligibility criteria, benefits, strategies, tax implications, common mistakes to avoid, planning for retirement and calculating allowable contributions.

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Downsizer Contribution: Make the most of out of your retirement

March 8th, 2024

Downsizer contributions can be a powerful tool in your retirement strategy, allowing you to make the most of the equity built up in your home. By understanding the eligibility criteria, benefits, and potential pitfalls, you can leverage this strategy to boost your super and enhance your financial security during retirement.

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The Ultimate Guide to Finding a Wealth Manager

February 23rd, 2024

Discover the keys to finding the perfect wealth manager with our comprehensive guide. As your personal CFO, we’re committed to providing you with the tools, strategies, and expert guidance needed to create an income for life.

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Superannuation Advice: Everything you need to know to retire early

February 7th, 2024

Superannuation is a crucial aspect of financial planning, especially when it comes to retirement.This article aims to provide a comprehensive guide to understanding different types of superannuation funds, key factors to consider, and strategies for maximising your superannuation.

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How Much Money Will I Need To Retire Comfortably?

October 28th, 2023

Being a financial advisor for over a decade now. There is one question I get asked all the time. How much money will I need to retire comfortably? Most people don’t know the right answer and they assume their super will be enough to carry them through retirement. However, there is a rule of income […]

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When can I afford to retire? How long will my money last?

October 28th, 2023

When can I afford to retire? How long will my money last? When consulting with my clients, many of them say they would like to reduce their working hours and pursue their personal interests sooner rather than later. Because they don’t want to rely solely on their full-time employment income. Therefore they must generate enough […]

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