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20 things pre-retirees can do to smash 2025

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.

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About this episode

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.

They also have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE!

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Topics covered today:

  1. Set up My Gov, link ATO
  2. Getting clear on your retirement plan
  3. Reviewing your current assets
  4. The best super contributions to consider in 2025
  5. Life Insurance, Private Health insurance and Estate Planning
  6. Optimising your superannuation
  7. Getting ahead on your mortgage and bank accounts
  8. Dividend Reinvestment Plans
  9. Some great financial calculators you can use now
  10. Searching for lost super / lost money SRO
  11. Organising a proactive meeting with your accountant / planner

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Jordan and Danil’s expert team of accountants will conduct a review of your tax structure, bank setup, ATO obligations and reporting, business insurance and provide some advice on how to manage all of this — for just $99! You can book a $99 health check with the Grey Space Advisory team and tell them Owen sent you.

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