General News
Don’t let fear of running out of money ruin your retirement.
Every week we deal with countless examples of people fearful of running out of money in retirement due to uncertainties about future expenses and longevity.
Sharing with you some key observations we have noted over the years supporting retirees may help give you some confidence about your retirement outlook.
Read MorePrivate health cover for retirees – is it worth it?
As people age, their need for health care generally increases. Unfortunately, premiums for private health insurance also rise with age, leading many retirees to ask: is private health cover still worth it?
Read MoreDoes Centrelink consider me a homeowner when I enter a retirement village?
When assessing your eligibility for a Centrelink payment, your home is normally an exempt asset.
However, when entering a retirement village the rules differ and this article explores the potential implications for your Centrelink benefit.
Read MoreDon’t Get Hooked: Your Guide to Spotting Phishing Scams
As more of our lives move online, from banking to booking holidays, it’s more important than ever to stay alert to scams. One of the most common and dangerous is phishing, which sounds exactly like dropping a line in Corio bay, but couldn’t be further from the truth. Phishing is when a scammer pretends to…
Read MoreInvestment Market Update – Iran and Israel conflict
Every quarter, our internal investment committee meet to reflect on the times we are in and strategically position client accounts for coming months and years. The outcome of this month’s meeting will be shared with you, our clients, at some point in July. Until then, in what has become a fast-moving matter in the Middle…
Read MoreEnd of Financial Year Superannuation Reminders
We’ve put together a short list of our top tax saving tips (using your superannuation) so you can keep more income in your back pocket and less in the ATO’s coffers this financial year.
Read MoreGiving Some Back: Is Philanthropy Only for Millionaires?
If donating money to charity is something you’ve never considered before then now might be the time.
Read MoreUnclaimed Superannuation money
With many receiving letters stating their Super fund has sent money to the ATO, we have prepared a basic guide to help you retrieve what is yours.
Read MoreRenting in retirement
Owning a home is often seen as the great Australian dream, and as the adage goes, “home is where the heart is.” Sometimes finances or a change in personal circumstances warrant the consideration of renting. It begs the question, is homeownership truly all it’s cracked up to be? Could renting in retirement provide a positive outcome?
Read MoreCentrelink Update
In recent weeks, we have received numerous calls inquiring about Centrelink applications and the associated delays. Additionally, many of our clients have been receiving a significant number of letters from Centrelink.
To assist you in understanding these letters and determining if any action is needed, we’ve prepared a brief summary along with an estimate of application processing times.
Read More