Traps to avoid in retirement – ignoring estate planning
Don’t have a Will? You’re in good company. Less than half of Australian adults do. Even then, many Wills are out of date or invalid. The upshot is that hard
September 25, 2019
Retirement
Five money matters for FY 2019/20
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
September 12, 2019
Traps to avoid in retirement – Leaving it too late to achieve your goals
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
September 6, 2019
Traps to avoid in retirement – Investing too conservatively
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
August 22, 2019
Will I have enough savings to retire on?
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
August 10, 2019
Traps to avoid in retirement – Going too hard too fast
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 –
July 25, 2019
The benefits of investing in yourself
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
July 20, 2019
Don’t wait until your 60s to see a financial adviser
Ask most 30 year olds who their financial planner is and the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to
May 23, 2019
9 steps to a better retirement at any age
Simple ways to boost your retirement at any age, even if you’re already retired Chances are your retirement will be a long one. According to the Australian Institute of Health
May 17, 2019
Frequently asked questions about super
If the ins and outs of superannuation leave you confused, the answers to these frequently asked questions will help you understand the basics. How much do I need to retire?
April 28, 2019
Financial advice is not the same for everyone
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning, but underpinning the whole process
March 22, 2019
Retirement: it’s time to get busy living!
Many people eagerly anticipate retirement. Others view its approach with trepidation, worried over how they’ll fill their days. Bob retired from work in his early sixties and, deciding he was
March 17, 2019