Matt Jacobson

Senior couple walking their dog together on a sunny path in a park, smiling and enjoying retirement.

Minimum Pension Requirements Explained: What Every Retiree Needs to Know

Matt Jacobson May 8, 2025 No Comments

Minimum pension requirements in Australia dictate the least amount you must withdraw annually from your superannuation once in retirement. These requirements ensure a steady access to retirement savings while allowing…

How to Manage Debt and Get it Under Control

Matt Jacobson May 6, 2025 No Comments

Research recently released by the Australian Securities and Investment Commission (ASIC) indicates that 47% of Australian adults with debt have struggled to make repayments in the last year. Whilst debt…

A young woman sitting on a couch in a modern living room, concentrating on financial documents while using a calculator and laptop, symbolising independent money management and proactive financial planning.

Financial Planning for Self-employed

Matt Jacobson April 1, 2025 No Comments

Financial Advice for Freelancers in Australia Transforming Self-employment into Real Financial Power Working for yourself brings plenty of rewards – you do what you love, own your own day, and…

A cheerful young family gathered around a table, helping their toddler place a coin into a pink piggy bank, promoting the value of financial literacy and saving from an early age.

Money Saving Ideas For Families

Matt Jacobson April 1, 2025 No Comments

Cost of living increases, school fees, medical expenses, soaring housing and rental costs, inflation, and interest rates that seem to never fall; raising a young family in modern-day Australia is…

Stacks of coins with red upward arrows and percentage symbols representing rising interest rates or financial growth.

Ways to Grow Savings That Actually Work

Matt Jacobson March 31, 2025 No Comments

There are many reasons to grow your savings—to pay for the kids’ education, purchase a family home, go on a big holiday overseas, get out of debt, plan for retirement,…

Federal Budget 2025–26: What It Means for Your Finances

Matt Jacobson March 26, 2025 No Comments

The 2025–26 Federal Budget has landed—and while many details were already on the table, Treasurer Jim Chalmers surprised us with a $17 billion tax cut package aimed at “rebuilding living…

Two professionally dressed men smiling and shaking hands in a modern office with a screen displaying business data in the background.

Your Complete Guide to Combining Super

Matt Jacobson December 5, 2024 No Comments

If you’ve had various jobs, you probably have various superannuation funds. Whilst a diversified approach sounds like it could be lucrative, the opposite is likely true. As part of our…

Concerned middle-aged couple receiving financial advice from a consultant

Estate Planning Mistakes

Matt Jacobson October 7, 2024 No Comments

An estate plan outlines how your wealth and assets will be preserved, managed and allocated in the event of death or incapacitation. More importantly, it’s a way to ensure that…

A blue piggy bank with 'My Super' written on it, resting on a navy blue diary beside a calculator and glasses on a wooden table.

Preserved but Not Forgotten

Matt Jacobson September 6, 2024 No Comments

It is important to be aware of exactly when and how you can access your super, and what you can do in the meantime to make sure it is working…

Close-up of a person's hands signing a formal document with a pen.

What Is an Annuity?

Matt Jacobson September 6, 2024 No Comments

The term ‘Annuity’ is often mentioned in the financial press, but what actually are annuities and how do they work in practice? The word annuity itself originates from the meaning…

Author: Matt Jacobson