Archives

Vet any Brisbane financial adviser in about ten minutes with four checks. The ASIC Register, qualifications, AFSL, and fee disclosure. Then the questions that sort the good ones from the rest.

Between five and ten years out is the window where good advice pays for itself. What a pre-retirement adviser actually does, what it costs, and when timing really matters.

A practical checklist for the ten years before retirement, covering super, the Age Pension, insurance, debt, and estate decisions, in the order that matters.

Six super moves to check before 30 June, with the 2026-27 caps and the carry-forward amounts that expire on 30 June 2027.

How much super you need to retire comfortably in Australia, using the ASFA benchmarks, how the Age Pension fits in, and what to do if you are coming up short.