by Jason Fleming | Jun 5, 2026 | Retirement Planning, Superannuation and Investment Advice
Hello Fellow Investors, The Motley Fool has written a great article outlining the average super balances at ages 50, 60, and 70, as well as what an individual or couple requires to retire comfortably. These figures provide a useful benchmark, but they also highlight a...
by Jason Fleming | May 28, 2026 | Retirement Planning
Hello Fellow Investors, While divorce can be a huge emotional upheaval in your personal life, what many don’t realise is that financial planning for divorce is critical – because without it, the process can be financially devastating as well. Decisions made...
by Jason Fleming | Apr 28, 2026 | Wealth Management
Hello Fellow Investors, In financial planning circles in Australia, the Great Wealth Transfer has been widely discussed over the last few years. Put simply, it refers to the large amount of inheritance expected to be passed on as the Baby Boomer generation ages and...
by Jason Fleming | Apr 16, 2026 | Retirement Planning, Superannuation and Investment Advice
Hello Fellow Investors, In recent meetings, I’ve noticed an increasing number of clients raising questions about Transition to Retirement (TTR) strategies. While curiosity is understandable, the frequency of these discussions is also a signal that many Australians are...
by Jason Fleming | Apr 7, 2026 | Life and Income Protection Insurance
Hello Fellow Providers, If you become sick or injured and are suddenly unable to work, it can really throw your life into chaos – and that includes your finances. When your income suddenly stops, you’ll quickly realise the real cost of injury of illness...
