Are we jeopardising the bank of Mum & Dad?
The temptation is obvious. Soaring house prices have made buying a home tough for most home buyers and prompted many parents to think they should step in and make a
September 21, 2023
Retirement
Unlocking the Potential of Aged Pension and Superannuation Benefits
The Australian Aged Pension scheme provides a wonderful safety net for those with limited assets in retirement, although many remain confused by how their age pension entitlements differ from so
August 9, 2023
Why you may never retire
Millennials in Australia are facing an unprecedented challenge when it comes to planning for retirement. Many will never fully retire, as they will be unable to accumulate the necessary
June 20, 2023
The unmatched value of Financial Advisers in the AI age
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
May 23, 2023
How to plan for the longest “holiday” of your life
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
March 30, 2023
Why millennials should be mapping their retirement today
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
March 16, 2023
Don’t ignore the third stage of retirement planning
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.
October 12, 2022
How the retirement of the Boomers will affect the economy
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
September 28, 2022
Should you downsize to upsize your retirement
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
September 20, 2022
Six retirement wrongs that could send you broke!
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
September 1, 2022
Federal Election 2022 – what could this mean for you?
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
May 26, 2022
Are you sacrificing your retirement for your adult children?
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
March 16, 2022