Sydney Financial Planners

As financial advisors, many people ask as how much money they will need in retirement.  The answer really depends on a number of factors: – what sort of lifestyle do you want in retirement – how many years you expect your retirement funds to last (i.e. how many years after you stop working do you [...]

Download a Free Ebook about Self Managed Super Funds (SMSFs). Discover how SMSF can help you gain greater control over your super. Written by Sydney financial planners.

For some, the prospect of the last of your children fleeing the nest is a long-awaited event; for others, it’s the sad end of a chapter. Either way, becoming empty nesters is an important financial life stage and one that is often overlooked. This article written by our professional financial planners in Sydney offers our [...]

Recent reports suggest that each year, our life expectancy as Australians increases by three months.  Whilst that it great news for those of us that aspire to a long life, the implications for planning financially for a longer life become increasingly difficult. Aged care is one of those topics that most of us prefer not [...]

It is not just in turbulent economic times that people lose their jobs.  Redundancy and the unexpected loss of your job can happen at any time.  Many people focus on the financial impact and scurry to find the next job, but you also need to be aware of the emotional turmoil.  Feeling distress is a [...]

Did you know that you may be able to access your super without having to retire?  This free ebook explains the basics of TTR, who is eligible, and how it can make a real difference to your financial position in the long run.

With the dismal performance of many superannuation funds over the past 18 months, many Australians are looking at new ways to have greater control over their savings for retirement.  Combining this discontentment with super fund performance with the Australian love affair with property has created the new buzz in saving for retirement – buying property [...]