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AI and Your Retirement: A Dial-Up to Broadband Moment
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 Why we believe AI is a multi-decade productivity story —
Why Retirement Planning Is Not Just About Investment Returns
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 You’ve worked hard for a long time. Now, with retirement
The Difference Between Retiring With Assets and Retiring With Cash Flow
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 I’ve sat across from people who, on paper, have “more
Why $1 Million in Super Doesn’t Mean the Same Thing for Every Couple
Super · Couples • 15 min read · June 2026 Is $1 million in super enough for a couple? You’ve both worked for this. The statement
How to Consolidate Your Super? A 2026 Guide for Melbourne Near-Retirees
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 If you’ve built your career across a few different Melbourne
Proposed Negative Gearing and CGT Changes:What Property Investors Need to Know
By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · June 2026 Federal Budget 2026–27 · Property & Tax Important: This article
How Much Super Do I Need to Retire? A Melbourne Adviser’s Guide
Super · Retirement • 13 min read · June 2026 How much super do I need to retire? Most people want a single number. But after
Claims Advocacy That Made a Difference: Helping Michelle Secure the Income Protection She Deserved
Client Story · Claims Advocacy • 3 min read · July 2026 Claims advocacy that made a difference: helping Michelle secure the income protection she deserved
From Uncertainty to Confidence: How We Helped Mark and Helen Retire Without Debt
Client Story · Retirement • 4 min read · July 2026 From uncertainty to confidence: how we helped Mark and Helen retire without debt A lingering