Exclude From Blog

All articles
Financial planning & goal setting
Insurance & risk management
Investment and market insights
Retirement planning
Tax strategies & business transitions

All articles
Financial planning & goal setting
Insurance & risk management
Investment and market insights
Retirement planning
Tax strategies & business transitions

8 September, 2026

Could you retire earlier than planned?

Retirement does not always happen on schedule. Planning, financial literacy and flexibility can help you prepare for an earlier exit.

15 April, 2026

CGT on inheritance explained

Learn how capital gains tax applies to inherited assets in Australia, including key rules, exemptions, timing and real-world scenarios.

22 October, 2025

Roel Burghouwt – Financial Planner – Certified Financial Planner® Bachelor of Business Administration

When people first meet me, they often say, “I just want to know that I’ll be okay.” And that’s really what financial planning is about, peace of mind.

14 March, 2023

At what age can (and should) I retire?

Investigating at what age you can retire means considering various different aspects of your financial situation. Be informed to make a personalised decision that is right for you and your family.