As your parents get older, your whole family will be facing lots of changes. Supporting them during this time can be challenging, with lots of choices to be made. Get […]
Role-reversal: When parents are relying on you Read More »
The word “retirement” conjures up many images. While most baby boomers might be dreaming of more time on the golf course or booking a cruise, you might be thinking about
Not ready to retire? This might be another option Read More »
We’re an ageing population; the media keeps reminding us, as does the government, but are we prepared for what this means? As a society? As individuals? One thing’s for sure
What is your aged care funding strategy? Read More »
Many of us would like to think that ‘older’ means ‘wiser’. But when it comes to money that isn’t always the case. The complexity of Australia’s superannuation and pension systems
10 common financial mistakes people make before retirement Read More »
As record numbers of Australians transition into retirement, considering your cost of living and comparing it to your expected average annual retirement income is a crucial step in retirement planning.
The implications of renting a home when you’re retired Read More »
Back in the days of “normal” interest rates the simple answer to the question “what do I do with any surplus savings?” was “pay off debt”. That’s still a sound
Wealth creation using superannuation – a case study Read More »
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are the strategies you
The best financial strategy for each stage of life Read More »
While it’s easy to be discouraged by superannuation and fear you will never have enough money saved to stop working, remember even a modest superannuation balance can make a big
Six hacks that will see low-income earners retire richer Read More »
Approximately 1.8 million Australian homeowners receive some level of age pension, with around 700,000 on a part pension. What many of these part-age pensioners may not know is that, along
What is the pension loan scheme? Read More »
Minimum pension drawdown rates are likely to return to pre-COVID-19 levels and remain static despite changes in life expectancy factors and an expected review by the government actuary, the major
Pre-COVID minimum pensions to return Read More »
If you’re like us, this final week of January is a time where you’re back in the swing of work after some Christmas/New Year downtime. With kids going back to
4 Fabulous Financial Resolutions to set you up for 2021 Read More »
Residential aged care is playing an increasing role in helping many older Australians enjoy comfortable and carefree lives. However, one of the tasks for anyone assisting an elderly relative with
How the family home can affect aged care fees Read More »
If you’re thinking about selling your home and downsizing, consider the pros and cons. Check if selling your home affects your government benefits. Consider the costs and your needs before
Downsizing in retirement Read More »
