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

Various calculators

Understanding superannuation

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.