How to Manage Lower Investment Returns as You Get Closer to Retirement
A period of low investment returns can happen when you least expect it, and at a time when it is most difficult to deal with. One of the more
September 22, 2026
Retirement
New Resource: Life After Work
Retirement is one of life’s biggest transitions, yet many people spend more time planning their finances than planning what life after work will actually look like. At Priority1 Wealth Management
September 21, 2026
How Much Are Centrelink Concession Cards Really Worth?
Many Australians know they qualify for a Centrelink concession card, but far fewer understand just how valuable these cards can be in practical dollar terms. Depending on your situation, a
April 17, 2026
A Smarter Way to Respond to Super Volatility
When markets get bumpy or household budgets feel tighter, it’s common for people to start questioning their super. If your balance has dipped or returns haven’t met expectations, you might
March 24, 2026
Transition to Retirement Pensions: A Step-by-Step Guide
As you progress towards retirement age, the idea of reducing your working hours can be appealing, especially if you can do it without reducing your income. Fortunately, there is a
January 27, 2026
Should You Downsize to Boost Your Super – Pros, Cons, and Tax Implications
The idea of downsizing can be very appealing to empty-nesters. There will be less cleaning, gardening and maintenance, more time for hobbies and travel, and the icing on the
October 7, 2025
What Happens to My Superannuation If…?
The introduction of compulsory superannuation in 1992, embedded the concept of retirement saving into our investment psyche.While Australia’s superannuation scheme has its complexities, the idea is simple: regularly contribute a
March 11, 2025
UK State Pension Top-Up: What You Need to Know NOW
If you are a former UK resident now living in Australia, you may still be eligible for the UK State Pension. However, your entitlement depends on your National Insurance (NI)
February 4, 2025
Balancing Risk and Reward in Your Portfolio
If you own an investment property you will be aware that the return from the investment comes from two sources: income in the form of rent paid by the tenant
December 5, 2024
Why do some believe the younger generation in Australia are worse off than baby boomers.
Why do some believe the younger generation in Australia are worse off than baby boomers. Young Australians today face many challenges that make them worse off compared to the Baby
November 4, 2024
When Life Changes, So Should Your Financial Goals
Marcus and Fleur, both in their 40s, led active, healthy lives with two teenage kids. Their financial plan was straightforward: work hard until their mid-50s, then retire at 60 and
November 1, 2024
Is FORO ruining your retirement?
FORO – the fear of running out. I’d never heard the expression until I met Mark and Susan. Of course I’d heard of FOMO, the fear of missing out, but
September 10, 2024