Aegis Financial Planning

08/09/2026

Annual reviews shouldn't feel like a chore — they should feel like this. 📞When's the last time you checked in on your financial plan?

04/09/2026

Do you know what insurance is in your super? And is it the right amount? If you're not sure, this is your sign to reach out to discuss!

27/08/2026

Will you be living it up in retirement — or still watching every cent? The #1 fear we hear isn't dying too soon, it's running out of money before you run out of time. A good plan means nothing gets left off your bucket list — reach out and let's talk about yours. 🎯

20/08/2026

Getting your estate plans right is crucial, and good financial advice can make a big difference for your beneficiaries!

11/08/2026

🤫 There is no 'secret sauce' that can guarantee financial success. The best approach is to stick to the fundamentals and be aware of the risks you are taking.

06/08/2026

Do you know your super contribution rules? 🤔 See if you can answer these 3 simple questions 🧠 knowing these rules can help you maximize your tax savings!

22/07/2026

Making sense of aged care costs can be overwhelming.

Aegis Financial Planning Adviser Luke Kidd has partnered with the SALT Directory to explain one of the most important aspects of aged care funding—Refundable Accommodation Deposits (RADs) and Refundable Accommodation Contributions (RACs).

Understanding the difference can have a significant impact on aged care affordability, estate planning, and overall financial outcomes.

Take a few minutes to read Luke's latest article:

👉 https://saltdirectory.com.au/resources/understanding-lump-sum-aged-care-contributions-rads-and-racs/

If you're helping a parent, partner, or family member transition into aged care, we're here to help.

Author – SALT Member - Luke Kidd, Aegis Financial Planning Entering residential aged care is a major life transition, and understanding the financial framew ...

20/07/2026

📢 Planning for Retirement, Aged Care or Supporting Ageing Parents?

Join us at the Seniors of Brisbane: Your Future, Your Way Expo for a free community event designed to help you navigate retirement, aged care, estate planning and other important later-life decisions with confidence.

Our own Luke Kidd will be speaking on an expert panel, sharing practical insights on retirement planning, aged care funding and the financial decisions that matter most as we age.

As proud members of the SALT Directory, we're passionate about helping seniors and their families access trusted advice and support when they need it most.

🎟️ Register for free:
https://www.eventbrite.com.au/e/seniors-of-brisbane-your-future-your-way-tickets-1991337566266

08/07/2026

Which super fund is the best for you? It's not as simple as comparing investment performance. Working with a financial planner can help you make an informed decision.