Sep 12, 2019 | Financial Literacy, Financial Planning, Insurance, Retirement, Superannuation
The start of a new financial year brings important changes to address and new opportunities to explore. Here are our top five money matters to consider for 2019/20. Insurance in super New laws that took effect on 1 July 2019 could impact insurance held in super. From...
Sep 6, 2019 | Financial Planning, Health & Wellbeing, Retirement
Most of us had retirement dreams, and couldn’t wait to finish work. So once retired, why haven’t we started ticking items off the bucket list? There’s no time like now for living your dreams. When Tony and Chris retired they had grand plans involving a campervan,...
Aug 22, 2019 | Financial Literacy, Financial Planning, Retirement, Uncategorised
There’s a common view that as you approach retirement you should tilt your investment portfolio towards more conservative investments. This means favouring things like term deposits, annuities and cash management trusts while reducing exposure to more volatile assets...
Aug 10, 2019 | Age Pension, Centrelink, Financial Literacy, Financial Planning, Retirement, Superannuation
Growing older comes with a lot of changes, but that shouldn’t apply to your steady income. Here’s what you need to know to keep your retirement on track. You’ve worked hard for the bulk of your adult life and are looking forward to enjoying the spoils of a...
Jul 25, 2019 | Age Pension, Centrelink, Financial Literacy, Financial Planning, Retirement, Superannuation
Retirement: you’ve made it! And one of the rewards for all your hard work is that you can now access your superannuation. Suddenly a world of opportunities opens up – a Caribbean cruise, major home renovations or maybe helping your kids reduce some of their debt. Of...
Jul 20, 2019 | Finances, Financial Planning, Health & Wellbeing, Retirement
A growing number of Australians are choosing to return to study as mature-age students. Perhaps caught in the hamster-wheel of mortgage and family, furthering their education wasn’t an option when they were younger. But that was then. Harriet had long fancied setting...
