Please contact us if you would like for some useful financial planning documents, presentations and tools:
Argentis Financial Health Check
Argentis Confidential Client Questionnaire
Argentis – Financial Planning Fundamentals
Budget planner – Microsoft Excel file
List of mandatory documents required for financial planning advice
Centrelink – Authority form
Understanding retirement income streams
Investing. Look for Value not Price and don’t settle for less by setting and forgetting.
Downsizing your home
Investment Opportunities in Uncertain Times
Federal Budget Update
Choosing the Good Life and making the most of your retirement
Moving from accumulation phase to deaccumulation phase
Paradigm shift in Retirement
Thinking differently. Why plan to have the most amount of money towards the end of your life? Plan to spend more whilst you have physical mobility, health and desire to spend money and then plan to spend less later in life, but also plan for health and aged care.
Various research articles and much more.