Publications

Financial Services Guide

View, print or download Retirewell's Financial Services Guide

Investment Philosophy Statement

View, print or download Retirewell's Investment Philosophy Statement via the following link

Budget Planner

View, print or download Retirewell's Budget Planner via the following link

Estate Planning

Pro Forma A Estate Planning Diagrams

Pro Forma B Estate Planning Fact Finder - Single

Pro Forma C My Will Instructions - Single Person

Pro Forma D Instructions for Preparation of My Enduring Powers of Attorney

Pro Forma E Estate Planning Fact Finder - Couple

Pro Forma F Our Will Instructions - Couple

Pro Forma G Instructions for Preparation of Our Enduring Powers of Attorney

Pro Forma H Dossier for my Executor (and Attorney)

Blog

Tony Gillett AFSL Blog

E-Newsletters

12/6/2020 - Big Bounce in Shares – But Is It Sustainable?

9/4/2020 - Signposts for a Sharemarket Bottom

3/4/2020 - It's Business as Usual in Unusual Times

16/3/2020 - Coronavirus: Keep Calm and Carry On

16/3/2020 - Coronavirus and the Fall in Sharemarkets

2019 Review + Through the Looking Glass for 2020

7/10/19 - Investment Returns Are Likely to Slow over the Next 5 Years

28/8/19 - Are We Heading for a Recession? What Might it Mean for the Stock Market?

2019-07-31 - The 'New' Pension Loan Scheme - What is it and How Does it Work?

2019-07-31 - Recession in Australia is Unlikely

20170315-oi-australian-housing-market

20170322-oi-global-debt

20170404-oi-australian-rates

20170404-Bet you didn't know this

20170406-History repeats on housing

20170406-PortfolioConstruction-Forum_MK_Using-age-banding-to-estimate-spending-in-retirement

  • Vaccination rates as they happen around the world

    A new resource is now available that shows the rates per country of COVID-19 vaccinations. We all suffered in many ways as COVID number increased, now, as expected, let's watch them start to drop.

  • Approaching the dawn

    COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?

  • Videos and other resources for our clients

    Making our website into a valuable resource for our clients is very important to us. There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos. We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button and ask.

  • Retirement the ‘number one trigger’ for financial advice

    Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.

Read more latest Financial Planning news articles

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.