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Aged care, Budgeting, Lifestyle, Pre-retirees, Retirees, Uncategorised

Financial strategies at 55, 60 and 65 — why timing changes everything

“I wish I’d known all this earlier.” It’s a phrase I regularly hear after presenting a financial plan to new clients. It’s rarely ‘too late’ but proactive planning for the future is often the biggest advantage you can harness.
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Age pension, Aged care, Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Increase to Deeming Rates

From 20 September this year, deeming rates will increase for the first time since the Covid-era freeze. This change may affect people whose payments and benefits are determined by the income test. The announcement confirms that rates will gradually return to ‘pre-pandemic settings’ with staged increases to take effect in the future. Increases will be realigned from 1 July to the same time that payments are indexed (expected to be 20 March and 20 September).
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Momir Vuksa
Aged care, Budgeting, Lifestyle, Pre-retirees, Retirees, Uncategorised

A Year of Financial Advising

In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.
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how long will my money last in Retirement
Age pension, Aged care, Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

How much is enough….and how long will my money last in Retirement?

These are common questions we hear from clients about to retire or already retired - regardless of how much wealth they’ve accumulated. With all the mixed messages in the media and the complicated rules around superannuation, retirement incomes and tax, managing wealth in retirement can feel overwhelming. Ensuring you live the retirement you deserve, takes careful planning - you need a budget and some goals!
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Latest insights

31 July 2026

Do You Really Know What’s Inside Your Super?

Sam Martin
During recent client review meetings, I've noticed two concerns coming up regularly. The first is the growing dominance of large US technology companies and whether current valuations can continue rising. The second is rising government debt levels around the world, particularly in the United States and Australia, and whether governments are willing or able to address these issues over the long term.
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21 July 2026
husband-wife-Considering-an-smsf

What to Consider Before Your First Financial Planning Meeting

Lachlan Harvey
Sitting down with a financial planner for the first time can feel a little daunting. You might be wondering what to bring, what will be asked, or simply whether you’re ready to share your personal financial information. The good news is that a first meeting is simply a conversation, and a bit of preparation goes a long way toward making it a productive one.
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