Jordan Vaka

Navigating the financial complexity you’ve just inherited

When someone you love dies, you're left with more than grief. You’re often left with responsibility – financial structures you didn’t set up, accounts you’ve never seen, and paperwork that can leave you wondering just what their intention was.

Patrica Garcia CFP®

From retirement uncertainty to confidence – a smart strategy case study

For many Australians, the idea of retirement can feel daunting. Even with years of hard work and a steady income, it’s common to worry about whether there will be enough money to retire comfortably. This was the case for one of our clients who had dedicated her life to caring for others but felt uncertain about her own financial future.

Jade Khao CFP®

Top tips for business succession planning – from a financial planner

Whether you're a founder of a thriving enterprise or a small business owner with big dreams, one thing is certain: your business won’t run itself forever. Succession planning is often overlooked until it’s too late, but a well-thought-out exit strategy can be the difference between a smooth transition and a chaotic scramble. So, when should you start planning? What should you consider? And how do you avoid common pitfalls? Here are the top tips...

Amanda Ragkousis

The great wealth transfer – 7 tips for giving and receiving an inheritance

We’re about to witness the biggest transfer of wealth in Australia’s history. Over the next couple of decades, more than $3.5 trillion is expected to change hands between generations. Whether you’re preparing to pass on your wealth or set to receive an inheritance, the same questions come up...

Nick Zvezdakoski

Estate planning isn’t about death – it’s about legacy

Julia Newbould

Aged care facility choices

Navigating aged care can be quite a challenge, especially with the new rules that come into effect on November 1, 2025. If you were already in the system before entering care, you might still be eligible for the old rules to continue.

Joel Carty CFP®

Intergenerational wealth – ensuring your family benefits

Julia Newbould

What to include in my will

Your will is one of the most important documents you’ll ever work on.

Julia Newbould

Aged care – how advisers can add value

Aged care costs, government assistance and asset tests are complex and based on personal details. Your neighbours and friends might be able to tell you about their experiences with their mums, dads, partners and friends going into care, but your experience is likely to be different as it is based on a number of factors: income, assets and relationship status...

Paul Peng Yang CFP®

Why it’s important to set an investment philosophy before investing

Investing is a journey fraught with uncertainty, emotional ups and downs, and the allure of quick wins. Many investors, however, fail to achieve their financial goals because they lack a guiding framework. An investment philosophy serves as a compass, ensuring that decisions are aligned with well-defined principles rather than impulsive reactions to market noise.

Jordan Vaka

Independent Financial Adviser, PlanningSolo

Articles by Jordan Vaka