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Goals and Plans
Post about planning and reviewing your life, to set you up for the year ahead.
Tim Wortlehock
Jan 20


The Richest Man in Babylon by George S. Clason
Tim's book club #7 - one of the most timeless and impactful books you'll read when it comes to money mindset, habits and financial literacy.
Tim Wortlehock
Dec 9, 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


Essentialism by Greg McKeown (Tim's Book Club #3)
Essentialism by Greg McKeown outlines an approach that pursues ‘less but better’ in various aspects of life.
Tim Wortlehock
Apr 18, 2024


Thinking in Bets by Annie Duke (Tim’s Book Club #2)
What if you could change the way you make decisions..? "Thinking in Bets" is your secret weapon for making better decisions. The world of...
Tim Wortlehock
Jan 25, 2024


Reverse mortgage and home equity release
If you're age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk...
Intuitive Financial Services
Nov 15, 2023


Downsizer super contributions
If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or part sale) of your home into your...
Intuitive Financial Services
Nov 13, 2023

How to start a conversation about money
Why it’s so important to talk about your finances According to this research(1), one in two Australians don’t sit down regularly to look...
Intuitive Financial Services
Oct 14, 2023

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


How much super you need
Take some of the guesswork out of planning for the future. Work out how much super you'll have when you retire, and if it will be enough...
Intuitive Financial Services
Jul 20, 2023
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