by Leon Jones | Apr 2, 2025 | Financial Advice, Retirement, SMSF, Superannuation
When you retire and gain access to your superannuation, you face an important decision: how to use your savings to fund your retirement. The right choice depends on your financial situation, lifestyle goals, and long-term needs. You generally have four main options:...
by Leon Jones | Oct 1, 2024 | Financial Advice, Investing, Retirement
Navigating the complex world of finances can be daunting, especially when you’re trying to plan for a comfortable retirement or manage major life changes. As your wealth grows, so do the stakes. The cost of financial mistakes can be huge, and working with an adviser...
by Leon Jones | Sep 24, 2024 | Financial Advice, Retirement
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,...
by Leon Jones | Sep 17, 2024 | Financial Advice, SMSF, Superannuation
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...
by Leon Jones | Sep 10, 2024 | Financial Advice, Retirement
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...
by Leon Jones | Sep 3, 2024 | Financial Advice, Investing, Personal Finance, Tax
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...
