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Financial Services Guide
Insights
Page 2

Don’t leave pension money on the table – what every retiree needs to know

More Australians qualify for the pension than you’d think Here’s a number that surprises most retirees: you don’t need to be asset-poor to receive the

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24th April 2026

Debt, a Tax-Deductible Path to Wealth or a Consumer Trap

Sarah borrowed $700,000 at 5.8% to purchase an investment property that generates $650 in weekly rent, with tax-deductible interest. Next door, Marcus owes $18,000 across

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21st April 2026

Exit rich: the financial moves that separate a great business sale from a missed opportunity

The sale you’ve worked your whole life for For most business owners, the day you sell is the single largest financial event of your life.

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20th April 2026

Understanding time horizons and asset allocation in investing

When you start investing, two crucial questions determine your strategy: how long until you need the money, and how much risk you can handle. Time

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17th April 2026

Changing themes in global markets present opportunities in 2026

The big picture Strong market returns have continued, however, the drivers of returns have changed over the last year, pivoting away from the US and

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14th April 2026

Super top up: the smartest tax move you’re probably not making

Why your employer’s 12% is just the starting point Your employer now contributes 12% of your ordinary earnings into super, a milestone reached on 1

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13th April 2026

Make the most of End of Financial Year opportunities 2025/26

With the end of the financial year fast approaching, there may be some valuable opportunities that are worth discussing with your financial planner. Depending on

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10th April 2026

Your 50’s Insurance Audit. Stop Overpaying for Yesterday’s Risks.

Christine, 52, recently discovered she was paying $18,000 annually for insurance policies designed when her twins were toddlers. Her mortgage is now $120,000 (not $450,000),

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7th April 2026

Franked Dividends, Australia’s Hidden Wealth-Building Advantage

What are franking credits? Australian dividend investing has a distinct advantage over most international markets — and it comes down to one key feature. Franked

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31st March 2026

From Saver to Spender: Mastering Your First Year of Retirement

“I feel guilty every time I spend money now.” After forty-two years as a teacher, Margaret had saved diligently, built a solid super balance, yet

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24th March 2026

Supercharging Your Super: The Ultimate Guide for Late-Career Contributors

You don’t need to keep wondering if it’s too late to make a real difference to your retirement. If you’re approaching your later working years

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17th March 2026

The Smart Money Sequence: Why Savers Make Better Investors

We all know that building a house first requires ensuring you are building on a strong foundation. Your financial life works the same way. Savings

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10th March 2026
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Wealth Dimensions Financial Group Pty Ltd. ACN is 655632590 is an Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL Licence No 229892

Rob Jeselnik is an Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL 229892

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Wealth Dimensions strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Wealth Dimensions website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.

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