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Tim Wortlehock
Jan 20
Goals and Plans
Post about planning and reviewing your life, to set you up for the year ahead.


Intuitive Financial Services
Oct 4, 2024
The Behavior Gap by Carl Richards (Tim's Book club #6)
It’s been a while since my last post about money books that I recommend. Things have been pretty busy for me as I’m currently finishing...


Tim Wortlehock
Jul 5, 2024
How Australia Retires
Vanguard Australia is delighted to introduce the second edition of our How Australia Retires report, a study exploring Australians’ attitude


Tim Wortlehock
Jun 20, 2024
"Die with Zero" by Bill Perkins (Tim's Book Club #4)
Getting all you can from your money and your life


Tim Wortlehock
Apr 18, 2024
Essentialism by Greg McKeown (Tim's Book Club #3)
Essentialism by Greg McKeown outlines an approach that pursues ‘less but better’ in various aspects of life.


Intuitive Financial Services
Nov 15, 2023
Reverse mortgage and home equity release
If you're age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk...


Intuitive Financial Services
Nov 13, 2023
Downsizer super contributions
If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or part sale) of your home into your...

Intuitive Financial Services
Oct 14, 2023
How to start a conversation about money
Why it’s so important to talk about your finances According to this research(1), one in two Australians don’t sit down regularly to look...

Intuitive Financial Services
Oct 13, 2023
Yours, mine & ours - estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A...


Intuitive Financial Services
Jul 19, 2023
Getting the age pension (and your Seniors Card)
You’re nearly there. After a lifetime of toil – of digging, building, thinking, manufacturing, planting, helping and nurturing – it’s...
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