Retirement
Retirement Lifestyles – which one will you choose?
20 July
For a long time, it may seem like old age and retirement are faraway life events. However, like everybody else, you age every day, and it’s only a matter of time until you realise that you’ll be retiring in a couple of years. By that time,...[Read More]
The Trouble With Being the Executor of an Estate
13 July
Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]
‘Unfair’ super law costing young workers thousands
12 July
Hundreds of thousands of young workers are missing out on super from their employers because of a rule that bars them from automatic contributions. Under the law, under-18 workers are not entitled to compulsory super contributions unless they...[Read More]
Why Millennials and beyond may never fully retire
25 July
Australian millennials 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 funds to support themselves for an extended period. With the cost...[Read More]
Transitioning into retirement
18 July
If you’re nearing retirement age but don’t want to stop working entirely, one option might be to transition into retirement. For those over 60, pension payments from Transition to Retirement (TTR) pensions are tax-free. For those between the...[Read More]
The Essential Checklist for Effective Retirement Planning
6 July
Planning for retirement is not a task to be left until your final working years. The earlier you start, the more comfortable and enjoyable your retirement can be. Here’s an essential checklist to help you navigate the path to effective...[Read More]
Considering Life Insurance to protect your family
29 June
For some people, a major reason for beginning to prepare for life’s ‘what if’ scenarios is starting a family. If your primary concern is taking care of your family, life insurance is an excellent option. It makes sure that your loved ones...[Read More]
The Impact of Regular Exercise on Your Mental Well-Being
29 June
Health and fitness go beyond physical well-being; they also play a significant role in maintaining mental and emotional health. Among the various wellness strategies, regular exercise has been proven to have a profound impact on mental...[Read More]
Learning From Bananas: Insights Into Stocks and Bonds as Investments
29 June
In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]
Learning From Bananas: Insights Into Stocks and Bonds
29 June
In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]
Turn Your Passion Into Profit: Starting a Business After Retirement
22 June
For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might...[Read More]
How a testamentary trust can be used for wills and estates
15 June
The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through...[Read More]
Harnessing the Transformative Power of Old Photos
15 June
In the maddening rush of life, you may find yourself looking for ways to improve your mood, alleviate stress, and enhance your sense of satisfaction. One surprising yet effective strategy is immersing yourself in the nostalgic embrace of old...[Read More]
Travelling the high confidence road toward retirement
13 June
As clients of a financial planner, according to the inaugural How Australia Retires1 report by Vanguard, you’re already well on your way to achieving a high confidence retirement. Overarchingly, the study found that Australians tend to take one...[Read More]
The Importance of Estate Planning: Safeguarding Your Family’s Future
8 June
Planning for the future is essential, especially when it comes to ensuring the security of your loved ones. Estate planning, while often overlooked, is a crucial aspect of financial management that can safeguard your family finances. It...[Read More]