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.

Mastering the Art of Investing

Financial Planning for a Life Well-Lived

The impact of Interest Rates on managing Debt

Harvesting Financial Success

Economic & Market Update September 2023

Are we jeopardising the bank of Mum & Dad?

Estate Planning is not just for retirement

Financial Education for a Successful Future

The Pillars of Retirement Income

Market & Economic update - August 2023

Discovering Your Financial Mindset: The Key to Unlocking Financial Success

Financial Success: More Than Just Money

Unlocking the Potential of Aged Pension and Superannuation Benefits

4 Time-Tested Investment Strategies for Young Investors

How to avoid property investment failure

Love don’t cost a thing

Zero-based budgeting: Making every dollar count

Market & Economic Update - July 2023

Fixed rate mortgage expiring... Now what?

The impact of natural disasters on property values and insurance

Why you may never retire

Market & Economic Update - June 2023

Federal Budget 2023-24 Summary

Tapping into your home’s equity

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.