@plutusfp
A comprehensive and progressive financial advisory service assisting clients throughout Australia to meet their financial goals.
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Website | Plutus Financial Planning
Website | Plutus Financial Planning
Ten things to know before gifting wealth
Ten things to know before gifting wealth
What if you opted to give a present that could help shape the financial future for yourself or your loved ones? Before you make that transfer or sign over an asset, it’s important to consider the opportunities, risks and rules that come with financial gifts to ensure you avoid any unexpected surprises along the way.1. Investing for familyImagine you make an initial investment of $1,000 in a long term, high return investment. Each year you add an additional $1,000. After 10 years, your investment
Why is estate planning so hard? And what you can do to make it easier …
Why is estate planning so hard? And what you can do to make it easier …
Estate planning is one of those tasks almost everyone means to get to, yet many only face it during a crisis. Families often describe the same moment. A parent dies, the surviving spouse and children open a cupboard or a laptop, and suddenly they are trying to reconstruct a life from scattered paperwork, half remembered details and password guesses. Grieving and guessing at the same time.We all want to protect the people we love, yet estate planning rarely feels urgent. Behavioural science helps
How to create a retirement plan
How to create a retirement plan
Take control of your finances in 2026
Take control of your finances in 2026
Getting on top of your finances is one of the most common new year's resolutions Australians make. But only 12% of us achieve our goal. Here's how to be one of them.More than one in two Australians (52%) plan to get on top of their finances each year, according to research from the Federal government's Moneysmart website#.Popular goals include creating or updating a budget (43%), investing more (37%) and paying off debt (33%). But only about one in eight (12%) stick to their plans.Meanwhile, clo
What is a beneficiary and why you need one for your super
What is a beneficiary and why you need one for your super
How to get out of debt
How to get out of debt
Understanding longevity risk in retirement
Understanding longevity risk in retirement
How to help your super grow faster
How to help your super grow faster
Three ways to invest for passive income
Three ways to invest for passive income
Aged care facility choices
Aged care facility choices
Helping your grandkids purchase their first property
Helping your grandkids purchase their first property
Star performers: which investment types delivered the best returns in 2024-25?
Star performers: which investment types delivered the best returns in 2024-25?
Can you really afford the big house, luxury car and holidays?
Can you really afford the big house, luxury car and holidays?
How worried should I be about running out of money when I stop working?
How worried should I be about running out of money when I stop working?
When you need a Will and who can help
When you need a Will and who can help
Is it worth salary sacrificing into super?
Is it worth salary sacrificing into super?
Advice for couples at tax time
Advice for couples at tax time
Eight quick wins for managing debt
Eight quick wins for managing debt
Planning for retirement? Start with these 5 steps
Planning for retirement? Start with these 5 steps
Score a $500 super bonus: the government super co-contribution explained
Score a $500 super bonus: the government super co-contribution explained
Three ways to plan for your 30s
Three ways to plan for your 30s
How to find your lost super
How to find your lost super
Can I go back to work if I’ve already accessed my super?
Can I go back to work if I’ve already accessed my super?
Ten tips to outwit online scammers
Ten tips to outwit online scammers
How to grow your super before retirement
How to grow your super before retirement
The $3 billion money pot a million retirees mistakenly ignore
The $3 billion money pot a million retirees mistakenly ignore
7 habits of successful investors to grow their wealth
7 habits of successful investors to grow their wealth
Financial strategies for women over 50
Financial strategies for women over 50
Financial goals guide 2025
Financial goals guide 2025
Financial tips when starting a new job
Financial tips when starting a new job
Cost of aged care at home
Cost of aged care at home
Five ways to fix the biggest financial mistake Aussies make
Five ways to fix the biggest financial mistake Aussies make
Create wealth and gain financial control with a cashflow mastery system
Create wealth and gain financial control with a cashflow mastery system
How to get your will sorted
How to get your will sorted
Misconceptions about super and taxes
Misconceptions about super and taxes
Caring for ageing parents
Caring for ageing parents
Five signs you may need a financial adviser
Five signs you may need a financial adviser
Pulse checking your finances
Pulse checking your finances
Financial literacy for kids
Financial literacy for kids
8 tips to get a harder working home loan
8 tips to get a harder working home loan
How do Aussie women’s finances stack up?
How do Aussie women’s finances stack up?
Making the most of your retirement finances
Making the most of your retirement finances
Get 2024/25 off to a great start
Get 2024/25 off to a great start
How to protect yourself from super scams
How to protect yourself from super scams
Why you need insurance and what are your options
Why you need insurance and what are your options
Will I pay tax on my super when I retire?
Will I pay tax on my super when I retire?
A client’s scam story
A client’s scam story
How women can future proof their wealth
How women can future proof their wealth
Social media scams: Who’s really following you?
Social media scams: Who’s really following you?
Getting your insurance cover right
Getting your insurance cover right
Navigating the high cost of living in Australia
Navigating the high cost of living in Australia
Outliving your savings
Outliving your savings
Five rules of money management
Five rules of money management
Super contributions for your spouse
Super contributions for your spouse
How much super should you have at your age?
How much super should you have at your age?
Getting smart about savings
Getting smart about savings
Financial freedom: A comprehensive guide
Financial freedom: A comprehensive guide
A real cybercrime story
A real cybercrime story
5 ways to do more with less money in your relationship
5 ways to do more with less money in your relationship
Boosting confidence in retirement
Boosting confidence in retirement
Gazumping - How to prevent it happening to you!
Gazumping - How to prevent it happening to you!
Help your retirement funds last the distance
Help your retirement funds last the distance
Five facts everyone needs to know about life expectancy
Five facts everyone needs to know about life expectancy
When do you need a will?
When do you need a will?
How to budget as interest rates rise
How to budget as interest rates rise
How to upsize your super with a tax-free downsizer contribution
How to upsize your super with a tax-free downsizer contribution
Why do you need superannuation
Why do you need superannuation
More super for eligible employees from 1 July 2023
More super for eligible employees from 1 July 2023
How to get more from your 2023 tax return with super contributions
How to get more from your 2023 tax return with super contributions
Smart super strategies for this EOFY
Smart super strategies for this EOFY
Tips to avoid being scammed - Macquarie Guide
Tips to avoid being scammed - Macquarie Guide
How to spend without getting into debt
How to spend without getting into debt
Economic update May 2023
Economic update May 2023
6 tips for retiring earlier
6 tips for retiring earlier
How the government’s franking credit shakeup could impact ASX dividend shares
How the government’s franking credit shakeup could impact ASX dividend shares
Say goodbye to Tax Troubles
Say goodbye to Tax Troubles
Save on tax with Education Bonds
Save on tax with Education Bonds
Retirement Standard - ASFA
Retirement Standard - ASFA
Avoid the superannuation death tax
Avoid the superannuation death tax
4 Best ASX Stock Sectors for a Recession
4 Best ASX Stock Sectors for a Recession
Ten in a row: RBA continues hiking cycle
Ten in a row: RBA continues hiking cycle
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