Financial Security Archive

Strategic Financial Advice

Protecting retirement income from inflation

Inflation erodes purchasing power, making it a critical factor in retirement planning. This article explores strategies to protect retirement income from inflation in Australia, ensuring retirees can maintain stability and security in the years ahead.

Strategic Financial Advice

Using the bucket strategy to make your money last longer

The bucket strategy divides retirement savings into short, medium, and long-term investments, helping retirees manage risk and make their money last longer.

Strategic Financial Advice

What assets can you have before losing your Age Pension?

Understanding Age Pension assets is crucial for retirement planning. Learn the asset limits, reduction strategies, and how they affect your pension eligibility.

Strategic Financial Advice

Aged Care Cost Changes Are Here – January 2025: What You Need to Know

Discover how aged care cost changes in 2025 could impact your financial plans. Expert insights from Paris Financial Private Wealth.

SMSF

Warning on SMSF asset valuations

Navigate the complexities of SMSF asset valuations with ease. Our guide helps you comply with ATO standards and secure your investments.

Lending & Finance

Home Ownership – Your No-Nonsense Guide

Discover how home ownership can transform your financial health, offering stability, security, and long-term benefits. Start your journey to financial freedom with our guide.

Small Business

Tax Planning: Turning Franking Credits into Paper Gold

Learn how franking credits can boost your financial health with Paris Financial. Ideal for retirees and small business owners, this approach turns 'paper gold' into tangible financial security.

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.