Publications

Financial Services Guide

View, print or download Retirewell's Financial Services Guide via the following link

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

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

  • Covid-19 resources

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​ If you have any questions, or require further assistance, please send us an email or phone.​

  • Related-party property development concerns — Part 1

    In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

  • The value of financial advice

    A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.

  • A super catch-up plan

    It's a number that can only be described as mindboggling: $400 million a day.

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.