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Hi and welcome to my blog. I share my thoughts on financial planning, Self Managed Super Funds (SMSF),
independent financial advice, retirement planning and investment insights.

Advice for our jet setting retiree clients

By Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super FundNo Comments

We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016. Read More

June 17, 2016
Love1

Advice for our pre-retiree clients

By Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Fund, Transition to retirementNo Comments

We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016. Read More

June 17, 2016
Love1

Advice for our turbo charger clients

By Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Retirement planning, Self Managed Super FundNo Comments

We summarise the key issues for our clients in their mid 40s to mid 50s following the material super changes announced in Budget 2016. Read More

June 17, 2016
Love1
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