by Adam Massey | Nov 12, 2025 | Financial Advice, Financial goals, Goals, Investing, Retirement |
Is the Family Trust Still Worthwhile? Family trusts continue to offer benefits in tax planning, succession, and asset protection, but rising compliance costs and regulatory scrutiny are reshaping their value. Recent ATO focus on distribution rules and reimbursement...
by Adam Massey | Oct 27, 2025 | Financial Advice, Financial goals, Financial Tips, Goals, Insurance, Investing, Retirement, Superannuation |
Conquering the Maze: Navigating Retirement Concessions Retirees often miss out on valuable concessions due to a fragmented and confusing system. This article outlines how to access federal and state benefits like the PCC, CSHC, and Seniors Cards, and highlights the...
by Adam Massey | Oct 14, 2025 | Financial Advice, Financial goals, Financial Tips, Goals, Retirement, Superannuation |
Beyond the Traditional Retirement: Navigating Ageism, Semi-Retirement, and Wealth in Modern Australia Retirement is no longer a fixed endpoint but a flexible phase blending work, leisure, and purpose. Many Australians are working longer for financial and personal...
by Adam Massey | Sep 30, 2025 | Debt, Financial Advice, Financial goals, Financial Tips, Goals, Investing, Retirement, Superannuation |
Breaking the Chains: Practical Steps to Eliminate Debt Before Retirement For many Australians, debt has quietly followed them into retirement – mortgages, credit cards, or personal loans that reduce lifestyle choices and add stress. This article outlines a clear,...
by Adam Massey | Sep 16, 2025 | Financial Advice, Financial goals, Financial Tips, Goals, Investing, Superannuation |
Riding Out the Storm: Buffett’s Long-Term Insights for Australian Wealth Resilience Warren Buffett’s disciplined approach during past market downturns shows the power of patience, process, and quality investing. By focusing on fundamentals and resisting the urge to...
by Adam Massey | Sep 2, 2025 | Cashflow, Financial Advice, Financial goals, Financial Tips, Goals, Investing, Retirement, Superannuation |
The Magic Multiplier: How Compounding Builds Wealth for Every Australian Compounding is the single most powerful force in wealth creation turning small, regular savings into significant long-term growth. Growth assets like shares and property benefit most from...
by Adam Massey | Aug 19, 2025 | Cashflow, Financial Advice, Financial goals, Financial Tips, Goals, Insurance, Investing, Retirement |
From Shakespeare to Super: Mastering Time Value and Behavioural Biases for Lasting Wealth Even highly intelligent people can make poor financial decisions due to how our brains process short-term rewards versus long-term goals. This article explores the psychology...
by Adam Massey | Aug 5, 2025 | Cashflow, Financial Advice, Financial goals, Financial Tips, Investing, Retirement |
Why Your Future Self Will Thank You Understanding the Time Value of Money (TVM) helps Australians make better long-term decisions with their money. From super contributions to mortgage repayments, even small choices can lead to big impacts thanks to compounding. Yet,...
by Adam Massey | Jul 22, 2025 | Financial Advice, Financial goals, Financial Tips, Goals, Investing, Massey Market Updates, Retirement |
Giving Wisely: How Tax-Smart Philanthropy Builds Wealth and Community in Australia Philanthropy in Australia is evolving, with structured giving becoming increasingly popular as everyday Australians look for meaningful ways to support their communities and manage...
by Adam Massey | Jul 10, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Planner, Financial Tips, Retirement |
Retirement planning can feel daunting, especially as you approach your 50s – a pivotal period when decisions you make today significantly impact your future financial security. Understanding how to navigate this critical stage effectively is crucial. At Massey...
