Financial Planning

What an empowering statement. When planned carefully and strategically, retirement can and should be a liberating time of life.

Most people are in love with the destination, not necessarily the journey. However, to achieve our financial dreams, we need to set priorities that we are willing to sustain in our lives, not just focus on the outcomes…

Aged care is already expensive, but from the 1st of November 2025, it’s getting even worse.

In our experience advising clients over many years, the true value of financial advice is rarely captured by investment returns or market commentary.

Both income and capital growth are important aspects of investing, but they can serve different purposes when part of a well thought out strategy, which is prioritised based on your needs, objectives, and circumstances.

It certainly can’t have escaped your notice that the shares in the top companies of Australia and the world got hit mighty hard last year. The extreme volatility has dominated the news headlines, adding fuel to the post…

Don’t put all your eggs in the one basket. Us planners use the word diversification to explain this concept.

Senior partner Michal Bodi explains the importance of regular client reviews.

Senior partner Michal Bodi on the importance of asking the right questions and focusing on variables we can control.

Principal adviser and founder Bill Bracey proves that market volatility is to be embraced for successful investing.

Senior partner Michal Bodi explains some benefits of working with an adviser.

Senior partner Michal Bodi explains the importance of investing in the right assets in retirement planning.