Financial planning & goal setting

28 June, 2018

Aged Care Tips

In this blog we’ve outlined some key tips to help with the challenging decisions around aged care. First and foremost remember you don’t have to do this on your own. An aged care specialist adviser will work with you to make sure you get the best living solution for your particular circumstances. Read the full blog to find out more.

20 June, 2018

Getting the Most out of Retirement Living

We all want our retirement years to be fulfilling and stress-free. But if you’re having to count the pennies every week, those years begin to feel very different. A retirement plan will help alleviate that worry.

14 June, 2018

Losing your Partner

Losing your partner changes your life. We don’t begin to presume to understand such a difficult time. But when it comes to your finances, we can offer support and expert advice.

31 May, 2018

Investing Beyond Super

Relying on your superannuation alone to accumulate enough wealth for retirement is increasingly unrealistic, especially with the changes to super contribution rules. So it’s more important than ever to consider investments outside of super.

17 May, 2018

How to Achieve a Healthy Retirement Income

We all want a happy, stress-free retirement. Ensuring you have sufficient income is fundamental to delivering that goal. But working out whether or not you have enough to last you the rest of your life can often be confusing and stressful.

19 April, 2018

Understanding Transition to Retirement Income Streams

A transition to retirement income stream helps ease you into retirement with more time to do the things you love while still earning an income. It’s critical that a TTR pension is part of your overall retirement strategy. Find out how TTR income streams work and whether this is the right choice for you.

12 April, 2018

There’s Nothing DIY about Self-managed Super Funds

Many people consider self-managed superannuation funds (SMSF) as the do-it-yourself option but don’t be fooled into thinking managing your own super is easy. SMSFs are complicated and they operate in a highly regulated environment. Read this blog to discover how to enjoy the benefits of an SMSF even when you’re not a legal and financial expert.

29 March, 2018

A Guide to Account-based Pensions

Choosing what to do with your accumulated superannuation is a core part of retirement planning. Getting reliable and trustworthy advice is vital. In this blog we take a look at an investment vehicle which is geared towards giving retirees a flexible, tax-free income stream.

3 March, 2018

Centrelink Scam Alert

Have you received an automated voicemail message claiming to be from Centrelink which asks you to call a Canberra number? If so, do not call the number as this is a scam. We tell you what you need to know about this latest scam and how to avoid it.

26 February, 2018

How much do you need to retire?

If you want to provide an income in retirement that grows each year, lasts your lifetime and then leaves a little something to the kids, you need to be thinking 20 times what you spend in a year.