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Prepare to retire
Preparing to retire is emotional and practical. Making a retirement plan can help you manage your finances, and cope better as your life...
4 min read


Reasons to diversify
Diversification is an investment strategy that lowers your portfolio's risk and helps you get more stable returns. You diversify by...
3 min read


Retirement Breeze - Estate Planning Uncovered: A Session with Richard Morris - Part 1
By Ashley Montesin, Director and Financial Planner at Regional Financial Solutions https://podcasters.spotify.com/pod/show/ashley-montesi...
2 min read


Why an emergency fund delivers peace of mind
When life tosses up an unexpected event – such as retrenchment, a medical emergency or even just a big bill to fix the car – it can be...
3 min read


Returning to work after retirement
Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of...
3 min read


Yours, mine & ours - estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A...
3 min read


How much is enough? It’s a good question. Our relationship with our finances can be a tricky one.
Everyone has a different idea of how much it takes to be comfortable or even well off. Given it is something that has such a strong...
3 min read


Welcome to the Retirement Breeze Podcast: Navigating Health, Family, and Financial Security
with Ashley Montesin https://podcasters.spotify.com/pod/show/ashley-montesin5 Welcome to the first-ever episode of the Retirement Breeze...
2 min read


Retirement Breeze Podcast - Navigating Retirement: Lessons from Bruce Pain
By Ashley Montesin, Director and Financial Planner at Regional Financial Solution https://podcasters.spotify.com/pod/show/ashley-montesin...
3 min read


How to boost your super with a lump sum
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to...
3 min read
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