Family Archives — Andrew Rowan Wealth Management

Family Estate Planning Parents Retirement

February 8, 2024

Planning for Retirement with a Blended Family

The goal is not only to ensure financial security for the retiring individuals and their spouse but also to honour the legacy and wishes of all family members involved, balancing fairness with practicality.

Andrew Rowan

Family Finance Lifestyle Personal Finance Retirement Superannuation

May 1, 2023

How One Couple’s Dream of Financial Independence Came True in Just 16 Years

We helped a couple in their mid-40s plan for their retirement and extensive travel. We set up an automated saving system, established a retirement pathway plan, streamlined their investments and salary packaged for tax efficiency…

Andrew Rowan

Children Divorce Family Parents

April 10, 2023

8 Proven Strategies to Navigate Finances in Blended Families

Money is already a source of tension in many marriages, so it's no wonder that finances can be a major issue in blended families. Managing money in a blended family can be a complex and…

Andrew Rowan

Advice Family Finance Investment Life Pension Retirement Savings Superannuation

February 21, 2023

How Inflation Affects Retirement Planning

How Inflation Affects Retirement Planning Introduction Retirement planning is a complex task, especially when you factor in inflation. Inflation is the general price increase and decrease in money's purchasing power over time. It affects all…

Andrew Rowan

Advice Family Lifestyle Retirement Superannuation

January 23, 2023

Retirement Planning for a Happy Retirement

Retirement planning is essential for financial security in Australia. With the cost of living increasing and retirement savings decreasing, retirement planning has become increasingly important to ensure a comfortable lifestyle during this time. It's no…

Andrew Rowan

Advice Family Lifestyle Retirement Superannuation

January 19, 2023

Retirement Planning for a Happy Retirement

Retirement planning is essential for financial security in Australia. With the cost of living increasing and retirement savings decreasing, retirement planning has become increasingly important to ensure a comfortable lifestyle during this time. It's no…

Andrew Rowan

Family Finance

November 26, 2020

A family who talks about money

In our busy lives, talking about money matters with our family may prove to be a daunting and sometimes emotional subject, especially around the dinner table. However, avoiding these often difficult conversations may have several…

Andrew Rowan

Featured Family Household Expenses Life

February 15, 2019

Checklist: How to become more energy-savvy

Being more energy-savvy in your home is not only good for the environment, but also for your hip pocket over the long-term. In this article, we provide a list of ways to become more energy-savvy.…

Andrew Rowan

An Exercise On Financial Literacy For Kids Sm

Children Family Finance

January 11, 2019

An Exercise on Financial Literacy for Kids

Financial literacy is an important life skill. In this article, we provide you with a simple exercise that you may find helpful in terms of getting the ball rolling with your children. Written and accurate…

Andrew Rowan

Divorce Family Life

January 11, 2019

For Richer, For Poorer: The financial impact of divorce

For some of us, there will come a time when we part ways with our spouse for one reason or another. In this article, we look at several findings regarding the financial impact of divorce.…

Andrew Rowan

Family

Planning for Retirement with a Blended Family

How One Couple’s Dream of Financial Independence Came True in Just 16 Years

8 Proven Strategies to Navigate Finances in Blended Families

How Inflation Affects Retirement Planning

Retirement Planning for a Happy Retirement

Retirement Planning for a Happy Retirement

A family who talks about money

Checklist: How to become more energy-savvy

An Exercise on Financial Literacy for Kids

For Richer, For Poorer: The financial impact of divorce

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