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Retirement Guide To Create An Income For Life

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    Helpful tips and insights on how to best manage your finances, help grow your wealth, reduce your tax and retire comfortably.

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    A calendar with a countdown of 10 years

    7 financial things to do 10 years before retirement

    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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    Retirement Planning

    12 Clever EOFY Tax & Super Strategies to Retire Early

    It’s tax season! Let’s kick it off with some savvy strategies to boost your finances and set the stage for a brighter retirement.
    Beware the pitfall: numerous high earners fall short of their retirement goals by underestimating their yearly super contributions.

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    Technology Executive Case Study

    Downsizer Contribution: Make the most of out of your retirement

    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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    Ultimate Guide to Finding a Wealth Manager

    The Ultimate Guide to Finding a Wealth Manager

    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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    Money Need to Retire

    How Much Money Will I Need To Retire Comfortably?

    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

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

    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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    Super Strategies to Manage End of Financial Year Tax Stress

    Top Super Strategies to Manage End of Financial Year Tax Stress

    5 simple ways you can add to your super and reduce the amount of tax you have to pay at the end of the financial year.

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    Our most popular blog

    Strategies for High-Income Earners

    Our most popular blog

    7 Strategies To Reduce Tax and Build Wealth for High-Income Earners

    We get it. You are on a high income, the tax you pay is just as high, and you are looking for ways to reduce your tax. This article will discuss strategies to reduce taxes and build wealth simultaneously.  These strategies are designed for people like you, high-income professionals and

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