SB Advice

Now that the year is well and truly underway, it’s an ideal time to review your financial position and make sure it still aligns with your goals.

R U OK? Day

Everyone goes through ups and downs, so it is important to check-in and ask "R U Ok?" - not just today, but any day.

5 Things You Can Do to Not Ruin Your Retirement

1. Adopt a well thought out, long-term investment strategy. Many view volatility of the share market as a reason to avoid it, but volatility just means movement up and down and this is the price paid for higher long-term returns.

2. Understand the pillars of our retirement system, which include your Superannuation, Age Pension entitlements and personal assets, and how each will play its part in your retirement.

3. Control what you can control. You can't always control the exact return from your investments, but you can control the tax effectiveness of your retirement income.

4. Don't ignore inflation in retirement. Assuming you have an income of $50K p.a. today, with inflation of 3%, in 20 years the value of that same $50K would have nearly halved to around $25K.

5. When planning retirement, finances are important but should not always be your top priority. Prioritising your physical and mental health is just as important to a successful and happy retirement.

If you would like to see how we can assist with your retirement plans - reach out on 07 5526 0963 or via email at [email protected]

Congratulations to our very own Paul Timms for completing the Gold Coast Marathon last weekend!

What an achievement! 🏃‍♂️ 🏅

It's a new Financial Year! Now is the perfect time to reassess your financial goals.

Contact us on 07 5526 0963 or via email at [email protected] to get started today.

Our office will be closed for ANZAC Day on Friday 25 April and will be re-opening on Monday 28 April.

Markets have felt like a rollercoaster lately... But remember — successful retirement planning isn’t about reacting to today’s headlines. It’s about staying focused on your future.

Good advice brings perspective, helping you avoid panic moves and stick to what’s right for you. That’s what we do at SB Advice.

Contact us today on 07 5526 0963 or via email at [email protected] to book your consultation

At SB Advice, we’re here to guide you through every stage of your financial journey. Let us build a plan that gives you financial independence - without sacrificing the life you want to live.

Contact our office today on 07 5526 0963 or via email at [email protected] to book your initial consultation today.