Articles
This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.
Navigating the Financial Challenges of Your 40’s: Balancing Goals and Caregiving Responsibilities
Balancing financial goals with caregiving responsibilities for both children and aging parents can be an exceptionally complex challenge for women in their 40’s, and it's an area where a skilled financial planner can make a significant difference.
Why you need legal and financial advice when buying or selling property.
Watch our latest VLOG where Financial Adviser, Patricia Garcia is joined by Principal Director and Solicitor Alex Holland, Kelly Lawyers, Ascot, Qld.
Together they discuss why you need to engage with a solicitor and financial adviser when buying or selling property.
The catalysts that drive pre-retirees to seek financial planning advice
Entering the pre-retirement phase can be both exciting and daunting. It's a time when you start contemplating the financial aspects of your future, and various triggers can ignite the motivation to seek the guidance of a financial planner. In this blog, we'll explore some of these triggers and how they can set you on the path to a more secure and prosperous retirement.
Real Estate Tips for Downsizing.
Financial Adviser Patricia Garcia is joined by Licensed Real Estate Agent Henry Wong, RE/MAX Revolution, The Henry Wong Team.
Together they discuss downsizing the family home and how working with professionals well in advance of making this decision provides the best outcomes, along with…
Navigating Retirement: Balancing Preservation and Growth for Your Nest Egg
Retirement is a significant life milestone that brings both excitement and apprehension. In this blog post, we'll explore strategies for protecting and growing your retirement fund, whether you're focused on generational wealth transfer or preserving your existing assets.
Downsizing in your Retirement.
Join Patricia and our guest, Jade Fitzgerald from Ideal Buyers Agency for a vlog where we chat all things Downsizing, Real Estate and how the use of a buyers advocate and financial planner can support you with this milestone.