top of page



The Behavior Gap by Carl Richards (Tim's Book club #6)
It’s been a while since my last post about money books that I recommend. Things have been pretty busy for me as I’m currently finishing...
Intuitive Financial Services
Oct 4, 2024

5 practical tips for getting your financial foundations right
Think of your finances like your home: how its foundations are built and maintained determines its ability to stand strong for years to come
Intuitive Financial Services
Sep 5, 2024

Spending your kids’ inheritance
Over the coming years trillions of dollars of assets are likely to be shifted from the estates of deceased older Australians
Intuitive Financial Services
Aug 8, 2024


How Australia Retires
Vanguard Australia is delighted to introduce the second edition of our How Australia Retires report, a study exploring Australians’ attitude
Tim Wortlehock
Jul 5, 2024

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...
Intuitive Financial Services
Oct 13, 2023


Who needs a testamentary trust?
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime,...
Intuitive Financial Services
Jul 10, 2023
bottom of page