Retirement Planning Guide (Australia)
How much you need, the ASFA benchmarks, super, the Age Pension and a five-step plan, in one clear guide.
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Resources
Clarity, in writing. For you.
Guides, articles and downloads to help you make clearer financial decisions, now and into the future.
The Value of Advice Guide
Adapted from Troy's Money & Life article, why the real value of advice sits in confidence, wellbeing and peace of mind, not just the numbers.
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Downsizer Contribution Guide
Selling the family home at 55 or older? How to move up to $300,000 per person from the sale into super, outside the normal contribution caps, and the rules you can't afford to miss.
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Sequencing Risk in Retirement
What happens if markets fall just before you retire? A plain-English look at why the order of investment returns matters once you start drawing an income, with a worked example.
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Retirement Readiness Checklist
A free one-page checklist: fifteen questions across your numbers, income streams, protections and strategy, so you know exactly where you stand.
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Prepare for Life, Autumn 2026
Our latest client newsletter covering wealth protection, silent portfolio risks, and simple habits for better health and wealth.
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Prepare for Life, Winter 2026
Our Winter 2026 client newsletter: investing for the next generation, retirement income options when markets are volatile, and leaning into the season.
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Prepare for Life, Spring 2026
Our Spring 2026 client newsletter: taking stock of your finances, reviewing insurance as life changes, and investing through the rise of AI.
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