Ask Leon
Ask Leon is where I answer your financial planning and money questions.
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Superannuation Changes from July 2025: What You Need to Know and How to Prepare
Important changes to Australia's superannuation system are set to take effect from 1 July 2025. Here's a straightforward guide to help you understand these updates and prepare accordingly. 1. Superannuation Guarantee (SG) Increase From 1 July 2025, the compulsory...
Top 5 Signs You Need a Financial Adviser: A Guide for Australians Seeking Retirement Confidence
Navigating the complex world of finances can be daunting, especially when you’re trying to plan for a comfortable retirement or manage major life changes. As your wealth grows, so do the stakes. The cost of financial mistakes can be huge, and working with an adviser...
Investment Strategy and Asset Allocation: The Key to Confident Retirement Planning
When it comes to investing for retirement, the world of finance can often feel overwhelming. There’s no shortage of headlines hyping the latest hot stocks, complex financial products, or market predictions that promise to make you rich overnight. But at its core,...
Do You Need a Self-Managed Super Fund (SMSF)?
When planning for retirement, one question that often arises is whether a Self-Managed Super Fund (SMSF) is the right choice. SMSFs can offer greater control and potential benefits, but they're not suitable for everyone. This article will help you understand what an...
Are You Saving Too Much for Retirement? 5 Signs to Watch For
Retirement planning is all about ensuring financial freedom in your later years, but sometimes the desire to be prepared can lead to over-saving. While it’s great to be diligent, an overly cautious approach could mean missing out on enjoying life now. This guide is...
Should I Start a Family Trust?
by Leon Jones A family trust can be a powerful tool for long-term wealth management, asset protection, and tax efficiency. However, it's essential to understand both the benefits and potential pitfalls before diving in. Here's a comprehensive guide to help you decide...
Managing New Wealth and Inheritance: Top 10 Steps for Australians
by Leon Jones Receiving a financial windfall or inheritance can be overwhelming, but it doesn’t have to be. This guide will help you navigate the complexities and make informed decisions to secure your financial future. Get Professional Help Why It Matters: Financial...
14 Superannuation and Tax Strategies You Need to Know
By Leon Jones Superannuation is more than just a retirement nest egg—it's a powerful tool for managing your finances and saving on tax. Here are 14 essential superannuation and tax strategies to help you make the most of your super. Boost Your Spouse’s Super and Save...
Navigating Retirement Challenges: The Value of Financial Advice
If you are 50 or older, you’ve probably started to think about what you want your life to look like in retirement. #GetIntentional
Demystifying Retirement Planning: The Significance of Your Retirement Number
Retirement planning is a significant financial milestone that demands careful consideration and thoughtful preparation. #GetIntentional