Now & Next Summer
January 20, 2026
Most retirees move through three stages of retirement, each with different spending and income needs.
Tag: Retirement Planning
Now&Next Spring 2025
October 8, 2025
In this edition of Now & Next, we explore the shifting financial landscape as we head into the final quarter of the calendar year, and what that means for busy professionals, families, and business owners looking to stay proactive.
Now&Next Winter 2025
June 6, 2025
This winter, the financial landscape continues to shift, but the most powerful strategy remains the same: clarity and action. In the latest Now&Next update, we break down what’s happening right now in finance, what’s on the horizon, and most importantly: what you can do about it.
Trusts vs Investment Companies: What’s Best for Building & Transferring Wealth?
April 1, 2025
At some point, every successful family will face a critical question: how do we ensure our wealth is passed down efficiently, securely, and in a way that benefits future generations? Whether it’s a family business, a property portfolio, or carefully built investments, structuring wealth transfer correctly is crucial to preserving its value.
Now&Next Autumn 2025
March 13, 2025
The Now & Next Autumn 2025 edition explores critical financial planning topics, offering expert insights on estate management, intergenerational wealth transfers, and financial support for grandchildren.
A Practical Guide to Early Retirement in 2025
February 18, 2025
Early retirement holds an irresistible appeal for many Australians: the chance to leave behind the daily grind, focus on personal passions, and live life on your own terms.
Preparing Your Business for a Successful Exit, Part 2: Strategies, Tax Planning, and the Transition Journey
February 6, 2025
In Part 1 of this series, we discussed the importance of proactive exit planning and assessing whether your business is ready for sale.
Essential Retirement Planning Strategies for Over 50s: Secure Your Future and Live Life Your Way
September 16, 2024
As you approach your 50s, retirement transforms from a distant dream to a rapidly approaching reality. Now is the time to strategically plan and secure the comfortable retirement you’ve always envisioned. This stage of life marks a critical period where the focus should shift from merely accumulating wealth to strategically managing and preserving it for the years ahead.
Woo hoo! 10 years to retirement
July 24, 2023
Roger and Margaret are thinking about retirement, but they’re quick to add ‘not just yet’.
Physiotherapist & Engineer require financial triage
June 8, 2023
Bill and Maddie are highly qualified busy professionals. Maddie is a senior physiotherapist. Bill is a mechanical engineer studying his Masters.