Insights and Stories
6 November 2025
Financial Advice, Insights and Stories
Why choosing an impartial adviser through divorce makes such a difference
14 August 2025
Insights and Stories
Redefining Your Relationship With Money – A Conversation With Kylie Jansen
25 June 2025
Estate and Legacy Planning, Insights and Stories
Red Flags in Drafting Wills: What to Watch Out For
25 June 2025
Insights and Stories
The Bank of Mum and Dad is booming, and so is the need for good advice
20 June 2025
Insights and Stories
Moving On vs Moving Forward: Why the Difference Matters
20 June 2025
Financial Advice, Insights and Stories, Life Transitions
Rebuilding After Divorce. My conversation on The Grass is Greener Podcast
13 June 2025
Financial Advice, Insights and Stories
Navigating sensitive client conversations
26 July 2024
Estate and Legacy Planning, Insights and Stories
Being an Executor with David Patkin – Part 3
24 July 2024
Estate and Legacy Planning, Insights and Stories
Being an Executor with David Patkin – Part 2
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Are you ready to start planning for your solo journey?
You probably haven’t walked through this corridor before. Choosing which door to open is tough when you don’t know what’s on the other side.
We’re here to help you rebuild your best financial life. Just clear, useful, independent advice in your best interests. And for people facing one of life’s big upheavals, we think that’s pretty important.
Jordan Vaka is an Authorised Representative of PlanningSolo Licensing AFS Licence No 526143
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.