Articles

Plain-English articles on retirement, super, investing and the money decisions that come with them. Most first appeared in my monthly Techletter, and I hope you find something useful here.

Stop Resting on Your (High Income Earner) Laurels

A different way to help the grandkids

Quarterly Economic Update July - September 2024

More Money, Please

When Life Changes, So Should Your Financial Goals

Essential Financial Strategies for Today's Freelancers

An important conversation

Traps to avoid in retirement – ignoring estate planning

Leaving it too late to achieve your goals

Investing too conservatively

Traps to avoid in retirement - Going too hard too fast

Don’t ignore the third stage of retirement planning

5 Psychological Traps Hurting Your Investments

10 Common Financial Myths BUSTED!

Your super: A scammer’s new target

Should you downsize to upsize your retirement

5 Step Super Health Check

Navigating the reality of divorce after 50

Quarterly Economic Update: April – June 2024

How to own your home earlier

Super 4 Kids: Introducing kids to the concepts of Super

Supercharge your Super before the clock strikes EOFY!

Get ready for June 30 – NOW!

2024-25 Federal Budget Recap

Let's talk about your retirement

Whenever you're ready, I'd be glad to hear from you. Start with a free 20-minute call to see whether we're a good fit, or go straight to a two-hour initial consultation ($440, which comes off your financial plan in full).

Prefer to talk now? Give me a call on 13000 23842.