News & Advice

Check out our latest articles where I answer your financial planning and money questions

October 31, 2025

SMSF vs Wrap Account: What Newcastle & Hunter Region Investors Need to Know

Avoid common retirement mistakes facing Hunter Region retirees

October 30, 2025

Avoiding the Top 5 Retirement Mistakes Facing Hunter Region Retirees

How to choose salary sacrifice or non-concessional contributions to maximise super and boost retirement savings

October 13, 2025

When Should Newcastle Families Consider Salary Sacrifice vs Non-concessional Contributions?

August 27, 2025

How We Helped a Family Save $50,000 in Superannuation Tax

Newcastle Beach Australia at sunset. Newcastle is Australia's second oldest city

August 18, 2025

Retirement Planning on the NSW Coast: How to Live Comfortably in Newcastle

How Newcastle’s Rising Cost of Living Affects Retirement Plans

August 15, 2025

How Newcastle’s Rising Cost of Living Impacts Your Retirement Plan

July 28, 2025

Big Ideas Are Born in Hard Times: Why Long-Term Thinking Wins

Financial Advice Newcastle: Intentional Wealth

July 3, 2025

How to Find the Right Financial Advice in Newcastle