Retirement Planning
Creating 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 MoreHow to Adjust Your Retirement Plan in a Changing Economy
In today’s ever-changing economic landscape, it’s crucial to have a flexible retirement plan that can adapt to fluctuations. Whether it’s market volatility, inflation, or unexpected financial challenges, being prepared can help ensure your retirement remains secure.
Read MoreIs FORO (Fear Of Running Out) ruining your retirement?
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 MoreWhat is the Pensioner Stamp Duty Concession?
As a pensioner in Victoria you may be eligible for a discount on the stamp duty when purchasing your next home. Find out if you are eligible.
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 MoreAre You Sacrificing Your Retirement for Your Adult Children?
With the cost of living on the rise, it’s natural to want to give your children a helping hand financially. This article discusses important points to consider before gifting money to family, including implications on your future retirement savings and tax obligations.
Read MoreClosing the retirement advice gap
The number of retired Australians is set to surge, and so will demand for retirement advice. Regardless of where you are on life’s journey, good advice is always valuable.
Read MoreHow much can I have in the bank before my Age Pension is cut?
It would have to be the most common question we receive. The answer can’t be summarised in a few sentences, instead, we’ll attempt to explain some of the inputs in calculating an Age Pension entitlement in this article.
Read MoreThree behavioural factors that can affect retirement spending
Most Australian work hard to build up their nest egg but many are hesitant to spend it when they retire. You’ve worked hard to build your retirement nest egg and now the time has come or is approaching for you to begin the “decumulation phase”—taking withdrawals in retirement to live off your accumulated assets. This…
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