Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’. A client James, called into my office
Budgeting for retirement is like preparing your suitcase for an epic journey! Packing the right items and planning ahead is essential to ensure you don’t run into any unexpected surprises
While millennials have for decades been treated like ‘the children of Neverland, who never grew up’, reality is fast catching up with this generation, who are now young adults between
The Golden Years… a time of leisure, travel and more time with the grandchildren. This is likely what springs to mind when someone mentions the retirement phase of our lives.
From psychedelic drugs and the birth of rock and roll in the sixties to the sexual revolution and female equality of the seventies through to the rapid up take
To downsize or not to downsize is the question facing many home-owning Australians in the lead up to or in their retirement years. And the answer is… it depends. There
While retirement should be the best years of your life, many Australians make simple, avoidable mistakes with their finances that can leave them dependent on the age pension and without
A number of changes were proposed by the Government during the election campaign, and support was also announced for a number of proposals made by the previous Government. So where
According to Finder.com, 44% of Australian parents feel the urge to subsidise their adult children’s lifestyles. Besides helping with expenses such as university fees, utilities bills, etc., as home ownership
Most people, when asked about retirement, will tell you they’re looking forward to it. However, for many women, the approach of retirement is viewed with uncertainty. In recent times a
An account-based pension offers regular, flexible and tax-effective income from your superannuation. You can get one when you reach ‘preservation age’ (between 55 and 60). It lasts as long as
As you get closer to retirement, you’ll start to wind down and want to work less without compromising your lifestyle. That’s where a Transition to Retirement Pension (TRP) could work