Ask Leon
Ask Leon is where I answer your financial planning and money questions.
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Investment Strategy and Asset Allocation: The Key to Confident Retirement Planning
When it comes to investing for retirement, the world of finance can often feel overwhelming. There’s no shortage of headlines hyping the latest hot stocks, complex financial products, or market predictions that promise to make you rich overnight. But at its core,...
Do You Need a Self-Managed Super Fund (SMSF)?
When planning for retirement, one question that often arises is whether a Self-Managed Super Fund (SMSF) is the right choice. SMSFs can offer greater control and potential benefits, but they're not suitable for everyone. This article will help you understand what an...
Are You Saving Too Much for Retirement? 5 Signs to Watch For
Retirement planning is all about ensuring financial freedom in your later years, but sometimes the desire to be prepared can lead to over-saving. While it’s great to be diligent, an overly cautious approach could mean missing out on enjoying life now. This guide is...
Should I Start a Family Trust?
by Leon Jones A family trust can be a powerful tool for long-term wealth management, asset protection, and tax efficiency. However, it's essential to understand both the benefits and potential pitfalls before diving in. Here's a comprehensive guide to help you decide...
Managing New Wealth and Inheritance: Top 10 Steps for Australians
by Leon Jones Receiving a financial windfall or inheritance can be overwhelming, but it doesn’t have to be. This guide will help you navigate the complexities and make informed decisions to secure your financial future. Get Professional Help Why It Matters: Financial...
14 Superannuation and Tax Strategies You Need to Know
By Leon Jones Superannuation is more than just a retirement nest egg—it's a powerful tool for managing your finances and saving on tax. Here are 14 essential superannuation and tax strategies to help you make the most of your super. Boost Your Spouse’s Super and Save...
Navigating Retirement Challenges: The Value of Financial Advice
If you are 50 or older, you’ve probably started to think about what you want your life to look like in retirement. #GetIntentional
Demystifying Retirement Planning: The Significance of Your Retirement Number
Retirement planning is a significant financial milestone that demands careful consideration and thoughtful preparation. #GetIntentional
Why it pays to review your cover
If you haven’t reviewed your life insurance in a while, you might not be getting the best value from your policy. Here are some questions you should ask yourself. #GetIntentional
Market returns through a century of recessions
Markets around the world have often rewarded investors even when economic activity has slowed. #GetIntentional