Maurice Patane

About Author
Maurice Patane has been a financial planner for over 25 years. His experience has shown him that many Australians are not living the lives of which they dream, which is often due to poor financial decisions. Maurice is dedicated to helping everyday Australians take control of their financial future, so that they no longer have to worry about money.



Retirement Planning

Five steps to a happy retirement

When it comes to retirement, it's easy to confuse success with happiness.


Family home into a family trust?

David wants to know how one goes about moving the family home into a family trust.


When should I sell?

Alice wants to know whether she should sell her investment property now or after she retires.

Finance News

An SMSF – is it too late?

Anne wants to know whether it's too late to consider an SMSF.

Centrelink – Services Australia

Retirement village living

Maurice Patane answers Marty's question about choosing the right kind of retirement village.


The family home and retirement

So you have made it to retirement and you have repaid your mortgage. What now?

Retirement Planning

How to choose a planner

Maurice Patane helps you find a financial planner who has your best interests at heart.

Finance News

Locking in low interest rates

Is it worth looking to fix your rate?

Finance News

Budgeting in retirement

Maurice Patane shares his advice on how to create realistic and achievable budget.


Aged care funding options

Maurice Patane outlines some of the aged care funding options available.

Income and asset tests

Granny flat rules

Will building her daughter a flat on her property affect Lyn's Age Pension?

Income and asset tests

Rent a room

Maurice Patane answers Linda's question about renting out a room in her house.

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