For many Australians, a defined benefit superannuation account represents one of the most valuable financial assets they’ll ever hold. If you’re approaching retirement and have one of these accounts, you’re in a fortunate position—but also one that requires careful planning and expert guidance. Key points: What is a defined benefit superannuation account What are the […]

Ever wonder what the panic is about when the market crashes? Much of the stress can be attributed to liquidity, or the lack of it. In this article, we’ll explore why maintaining liquidity is a fundamental aspect of sound financial planning, especially for investors navigating uncertain times. The Role of Liquidity in Investment Portfolios Liquidity […]

This is one of the most important questions clients ask me. And naturally, working out the answer to this question is an important part of what I do as a financial adviser. However there is an even more important question that needs to be answered first – what do you want your retirement to look […]

“When should I start planning for retirement?” – I’m often asked this question, both through my practice and in more social environments. It’s a really good question – and the answer probably won’t surprise the majority of people. In short, it’s never too early to start planning for one of the largest financial and lifestyle […]