When Should I See a Financial Planner About Retirement?
Estimated reading time: 3 minutes Retirement Doesn’t Happen Overnight — And Neither Should Your Planning If you’ve ever found yourself wondering “When should I talk to someone about retirement?” — you’re not alone. At MLS Financial in Penrith, we regularly speak with people across Penrith who are unsure when to seek retirement advice. Some think […]
What Is a Self-Funded Retirement — And How Do You Plan for It?
Estimated reading time: 4 minutes More Australians Are Planning to Self-Fund Their Retirement in Penrith For many Australians, the traditional retirement model involved relying heavily on the Age Pension. But as superannuation balances grow and financial awareness increases, more people are choosing — or needing — to self-fund their retirement in Penrith. So, what exactly […]
Dollar Cost Averaging
What is a dollar cost averaging strategy and how to effectively use it.
How will I benefit from Stage 3 tax cuts
Have you got the right plan in place to benefit from the Stage 3 Tax cuts?
Investing Insights: Active or Passive Investment Management
Exploring the key differences between active and passive investment management
Investing Insights: Investment Strategy
Breaking down the basics of an investment strategy and the importance for a long term plan
Investing Insights: Your Risk Profile
Risk profiling and the impact on your investments.
Investing Insights: Risk vs Return and Diversification
Exploring the fundamental rules of investing – Diversification and risk vs return.
Investing Insights: Asset Classes
Breaking down the basics of investments and the asset classes you can invest in.
