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Top 10 concerns of retirees and how financial planners can help

Top 10 concerns of retirees and how financial planners can help

by tonijbf5 | Mar 4, 2025 | Uncategorized

Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties that can impact financial security and overall well-being. From...
Understanding generational segments: lifestyles, financial needs, and technology expectations

Understanding generational segments: lifestyles, financial needs, and technology expectations

by tonijbf5 | Feb 25, 2025 | Uncategorized

Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these generational segments is vital in...
Top 10 questions to ask your accountant and why a strong relationship matters

Top 10 questions to ask your accountant and why a strong relationship matters

by tonijbf5 | Feb 13, 2025 | Uncategorized

Having a skilled accountant is invaluable, whether for personal or business finances. Accountants provide clarity, advice, and strategies to optimise financial health and compliance. Building a close relationship with your accountant fosters trust, ensures tailored...
The importance of financial advice in living a lifestyle of choice

The importance of financial advice in living a lifestyle of choice

by tonijbf5 | Feb 6, 2025 | Uncategorized

Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a lifestyle of choice requires...
Conquering chronic procrastination: a path to self-improvement

Conquering chronic procrastination: a path to self-improvement

by tonijbf5 | Jan 30, 2025 | Uncategorized

Procrastination is a universal challenge that affects many of us at some point. From putting off small errands to delaying critical projects, procrastination can significantly impact personal growth, productivity, and overall well-being. However, understanding its...
Creating your ideal holiday for relaxation and renewal

Creating your ideal holiday for relaxation and renewal

by tonijbf5 | Jan 23, 2025 | Uncategorized

The ideal holiday is a deeply personal experience tailored to the unique needs, preferences, and circumstances of everyone. While our differences mean that no two perfect holidays are identical, there is a common thread: the need for a physical and mental break....
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Recent Posts

  • Winter Newsletter 2025
  • Retirees working past the age of 70: what to consider
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  • Make the most of EOFY: super strategies to discuss with your financial adviser
  • The redundancy checklist
  • The move to aged care: navigating a stressful and rushed transition
  • Digital literacy in retirement: embracing tech in the golden years
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