Educational Information

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IMPORTANT NOTICE: The information provided through the following links is for educational purposes only and is not to be relied on as advice. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. You should obtain advice from a professional adviser before making an investment decision. While every care is taken to keep it current, some of the information may be incorrect due to recent changes in tax, superannuation and other laws.

  • The main benefits of professional financial help.

    Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about financial planners but what is the real picture?

  • Downsizer contributions offer more than meets the eye

    Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.

  • 6 new financial videos

    Videos are a good way to learn more about a topic or show to others who my be new to financial management.

  • GDP by country since 1800

    This animated chart is simply amazing. It's fascinating to see how the world has changed and is changing. Food for thought!!

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General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.