Retirement Income Archive

Strategic Financial Advice

Higher deeming incomes, Age Pension asset test limits and payments from 20 September

Summary of higher deeming incomes and updated Age Pension asset test limits from 20 September, how payments are affected, and practical next steps.

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

Outliving your savings

Concerned about outliving your savings? Discover essential tips to ensure your retirement income lasts as long as you do. Learn how to plan effectively with superannuation, Age Pension, and lifetime annuities.

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.