Welcome to our Plan4wealth 'Articles' pages, a library of valuable financial insights. Our articles are written by financial experts, based on years of experience and training. They are designed to empower and educate you on your financial journey. Whether you're seeking guidance on retirement planning, investment strategies or wealth building, our articles are here to serve as your go-to resource. Dive in, explore the knowledge we've curated just for you, and take a step closer to securing your financial future with confidence.

Aged Care Advice

A family member taking care of a senior and taking advice on aged care

At Plan4Wealth, we are unfortunately very familiar with the trials and tribulations of navigating the Aged Care system.  Most clients approach us from a financial aspect: they want to make the right choices, maximise age pension entitlements while minimizing aged care fees and taxation, and of course investing wisely any surplus funds.  Undoing decisions in …

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Is a Self Managed Super Fund right for you? 

A financial advisor working on a persons self managed super funds

If you have complex financial arrangements, maybe you own one or more businesses or large investable assets, and you want to optimise your taxation position and take more control of your investments, a Self Managed Super Fund might be the solution for you.  What is a Self Managed Super Fund (SMSF)?  A SMSF is a …

Is a Self Managed Super Fund right for you?  Read More »

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