Live Financial Planning

Live Financial Planning Financial advice for hard working Australians within 10 years of retirement

16/09/2026

You work hard for your employer, but who is working hard for your financial future?

​It’s easy to focus on your career and neglect your own long-term wealth goals. We help bring your personal finances back to the forefront, so your money works as hard for you as you do for others.

Check out:
https://livefinancialplanning.com.au

13/09/2026

Financial advice should earn its place in your budget, just like any other essential service.
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We don't sell products you don't need. Our focus is on building long-term relationships based on trust, clarity, and genuine value, keeping your personal goals at the center of every decision.
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Check out:
https://livefinancialplanning.com.au

13/09/2026

Great financial planning starts with listening, not rushing to conclusions.

​We spend the time up front to truly understand your unique financial ecosystem, your goals, your assets, and what matters most to you, before creating a tailored strategy that works.

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https://livefinancialplanning.com.au

09/09/2026

Thinking about how to transition into retirement?

​A Transition to Retirement (TTR) strategy allows people aged 60 to 64 to draw an income stream from their super while making salary-sacrifice contributions. Navigating the tax nuances can be tricky, but getting the right guidance ensures your strategy works efficiently for you.

Check out:
https://livefinancialplanning.com.au

06/09/2026

Have you taken a look at your superannuation lately?

​Because super is legislated, it’s easy to park it away and forget about it. Taking just 5 to 10 minutes a year to check where it’s invested and how it’s growing can make a huge difference in your financial future.
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Check out:
https://livefinancialplanning.com.au

06/09/2026

While every client’s financial journey is unique, relying solely on property to build wealth is often something worth reconsidering. Given current market headwinds and heightened risk factors in property investing today, exploring alternative wealth-building strategies can often offer a more balanced and effective path forward.
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Check out:
https://livefinancialplanning.com.au/learn-more/

Behind Every Secure Family Is a Father Planning Ahead.​Fatherhood is about so much more than the day-to-day moments, it’...
05/09/2026

Behind Every Secure Family Is a Father Planning Ahead.

​Fatherhood is about so much more than the day-to-day moments, it’s about laying down a strong, secure foundation so your loved ones can thrive for years to come.

​From small daily decisions to long-term financial strategies, the work you put in today protects the dreams of tomorrow. Happy Father’s Day to all the dads working hard to safeguard their family's future!

​Explore how we help families build lasting legacies:
https://livefinancialplanning.com.au/

Every strategy we build starts with listening, understanding your unique goals, addressing your concerns, and mapping ou...
04/09/2026

Every strategy we build starts with listening, understanding your unique goals, addressing your concerns, and mapping out a path tailored specifically to your circumstances.

​Thank you to J. Denton for the kind feedback! Helping clients gain clarity and confidence in their financial future is what we’re here for.

​Check out:
https://livefinancialplanning.com.au/learn-more/

02/09/2026

Aussies have historically loved property, and many have built significant wealth through real estate over the years. However, the economic environment today looks quite different from what it was over the past 25 to 30 years. While property investing can still work, higher headwinds make it noticeably tougher to achieve the same results than it used to be.
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Check out:
https://livefinancialplanning.com.au/learn-more/

The hardest part of financial planning can simply be knowing where to begin.You don’t need to have everything figured ou...
01/09/2026

The hardest part of financial planning can simply be knowing where to begin.

You don’t need to have everything figured out before taking the first step. Start by understanding where you are today, where you want to be, and what actions can help move you forward.

Small steps today can create meaningful progress for tomorrow.

​Check out: https://livefinancialplanning.com.au/learn-more/

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81 Watt Road
Mornington, VIC
3931

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