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Is a SMSF right for you?
In this episode, Rob and Amy break down the essentials of Self Managed Superannuation Funds (SMSFs) and explore whether they are still a viable option for managing your super. They’ll take you through the ins and outs of this tax structure, discuss the benefits and responsibilities of running an SMSF, and help you understand who might be best suited for this superannuation strategy. If you’re considering an SMSF, this episode is for you! To view the video version of this episode visit https://youtu.be/ul9V3xhhB-g Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Age Gaps in Retirement
Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social security benefits, retirement savings strategies, and the management of insurance and healthcare costs. We’ll delve into the impact on lifestyle and travel, the importance of updated wills and medical directives, and explore both the challenges and benefits of building social circles and community engagement across different age groups. Tune in for financial insights and relatable client stories … Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Australia’s Elite Investors: What you can learn
Ever wondered how Australia’s wealthiest individuals invest? In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in high-growth sectors. Learn how they build and protect wealth—and how you can apply similar principles to your own portfolio. We also explore the importance of financial stability, risk management, and professional guidance in achieving long-term success. Tune in to discover how smart investing can help you grow your wealth like the pros! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
How to retire on $650,000 as a single
Discover the keys to retiring comfortably as an individual with $650,000 in superannuation and savings. We delve into everything from setting spending limits to optimising your tax arrangements, and explore practical advice for managing income and assets tests to maximise your pension entitlements. Tune in for expert insights to help you retire with confidence… To view the video version of this episode visit https://youtu.be/gmP-nC5-8rY Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.