A Tale of Two Retirements – Which Would You Choose?
Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and
June 19, 2016
Financial Planning
Retirement – Making it the Best Part of Your Life!
Many Australians are choosing to retire by the age of 60, or even earlier, ready to do all the things they could only dream about during their working years. However,
May 19, 2016
Priority1 Budget Review – What it Means For You
On 3 May 2016, the Turnbull Government delivered its first Federal Budget. Here’s a brief roundup of what the proposals could mean for you—whether you’re starting out in your career,
May 4, 2016
END OF 2015/16 FINANCIAL YEAR STRATEGIES
With the end of financial year approaching us it is an ideal time to ensure you are making the most of opportunities in the current financial year, as well as
April 16, 2016
Changes to the Age Pension Rules – Will You Be Affected?
From 1 January 2017 Government changes to the Age Pension are likely to reduce pensioner entitlements. It’s important that you understand how the changes could affect you. Increase in the
March 9, 2016
Sequencing Risk: The Order of Things
As financial advisers, we talk a lot about risk, so what is sequencing risk? Let’s begin with an example… Jennifer and Sue each contribute $20,000 per year to their superannuation
March 3, 2016
Transition Into Retirement at Your Own Pace
Are you aged between 55 and 65? Want to save tax and supercharge your super? Or cut your work hours without reducing your income? A TTR strategy could be the
February 22, 2016
Balancing Life, Work and Money
Work-life balance. It’s something everyone seeks, but achieving it can seem an impossible task. Not only does the ideal balance vary from person to person, it can change frequently throughout
February 14, 2016
A Quick Note on the Markets Start to the Year.
Shares have got off to a very bad start for the year triggered by many of the same worries seen last year. A sharp fall in Chinese shares and the
January 29, 2016
Be Different Today So You Can Be Different Tomorrow
Every generation thinks life will be different – and of course, each one is right – but when it comes to planning for the future, while we’re young we have
November 28, 2015
What’s Going on in Your Brain?
This article has been re-produced with the kind permission of the Portfolio Construction Forum. The article is from Michael Mauboussin & Dan Callahan from Credit Suisse. It is a detailed article
November 14, 2015
Ever Thought About Taking a Break From Your Routine, A “Financial Health Day” To Spend Some Time Tightening Up Your Personal Finances?
While it might not be the most exciting day you will ever spend — unless the thought of saving a significant amount of money excites you, it will be worth
September 12, 2015