Goldfinity Financial Planning

Still working but thinking about retirement? A Transition to Retirement (TTR) strategy can help eligible Australians aged 60 and over access part of their super while continuing to work. Contact us to see if a TTR is right for you.

💰 Is your money keeping up with inflation?

Your savings may be growing on paper, but if inflation is rising faster than your returns, your money could be losing purchasing power over time.

Our latest article explores inflation vs your savings, why the “real return” matters, and how diversification and a considered investment strategy may help protect your long-term financial goals.

📩 Think inflation could be affecting your financial plans? Get in touch with Goldfinity Financial Planning to discuss your options.

Inflation vs your savings - Goldfinity Financial Planning Inflation quietly erodes the purchasing power of cash. Learn how real returns work and which strategies help your savings keep pace over the long term.

Which super strategy fits your age?
If you’re likely to retire within the next 10 or 15 years, there are several strategies you can use to build your super faster.

The 10/30/60 rule suggests your retirement income comes from three sources. To achieve your retirement goals, it’s therefore critical to earn a good return on your money while you’re retired, not just while you’re making contributions.

Use this checklist to review the health of your super.

When it comes to financial advice, everyone is different. A range of options are available, from ‘bite-sized’ advice on particular situations to holistic advice that looks at your complete financial situation. Learn more.

The value of good financial advice - Goldfinity Financial Planning When it comes to financial advice, everyone is different. Some people want ... Read more

Is property still a good investment if negative gearing isn’t available? That will depend on your goals, cash flow, risk tolerance and the property itself. Seeking financial advice could be a good place to start.

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Goldfinity Financial Planning

🎉 Happy New Financial Year! Welcome to 2026/27! 🎉

The turn of the financial year isn't just about wrapping up tax time—it’s the ultimate fresh start. It’s the perfect time to hit pause, take a close look at your financial circumstances, and make sure your strategy is fully aligned with where you want to go.

Let's make this your most secure year yet. Reach out to Goldfinity Financial Planning today to book a comprehensive review of your financial strategy and set yourself up for success in 2026/27. 📈✨

While early retirement is the dream of many Australians, on average we expect to retire more than four years after we would like to according to new research from Colonial First State. Here are some practical steps that could help you retire early.

Dreaming of early retirement? - Goldfinity Financial Planning Many Australians today expect to be working well after they would like ... Read more