General News
How Much Benefit Does the Low Income Health Care Card Provide in Victoria?
Events such as downsizing the family home, receiving an inheritance, or other financial changes may result in the loss of Age Pension eligibility.
What many people don’t realise is that the Low Income Health Care Card (LIHCC) can provide a valuable alternative. While it does not offer all the same benefits as the PCC, it can still provide access to a range of concessions and discounts.
Read MoreCreating a Life That Feels Meaningful
Retirement marks the beginning of a new chapter. Beyond the numbers, it’s an opportunity to design a life that brings fulfilment through relationships, learning, contribution and the freedom to focus on what matters most.
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 MoreDon’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 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.
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