Retirement planning

19 September, 2023

How comparing wealth with others can harm your finances

A quick scroll through social media now easily facilitates keeping up with the Joneses, making it hard to avoid gauging your prosperity against theirs. Nonetheless, the very act of comparing wealth with others can actually sabotage your own financial journey.

6 September, 2023

Navigating the transition to retirement income

Preparing for retirement involves mastering the nuances of a different financial landscape. It’s not an all-or-nothing endeavour. You can ease into it with a transition to retirement (TTR) income stream.

24 August, 2023

Plans for retirement? Living the dream

If you’ve made careful financial preparations, your plans for retirement can simply be ‘living the dream’. Here is the story of Jan and Mark, who lived life in the fast lane before retirement and show no signs of slowing down five years after calling time on their careers.

22 August, 2023

Planning ahead for aged care

Time flies when you’re having fun, but amidst the enjoyment of our earlier years, it’s important to consider the future. Planning ahead for aged care services someday is in our own best interest and that of those we love.

14 August, 2023

Thinking about downsizing before retirement?

If you have calculated the exact amount needed for your retirement but are unsure about how to achieve that goal, have you thought about downsizing before retirement? There is a lot of power in downsizing.

17 July, 2023

Thriving in retirement: a journey of continuous learning and giving back

With careful financial planning, retirement presents an exciting chapter filled with newfound freedom and limitless opportunities. For people like Val Little, the very definition of thriving in retirement lies in continuous learning and service to others.

25 May, 2023

Retirement travel destinations, New Zealand – here are the top five places to visit

When it comes to retirement travel destinations, New Zealand is a popular option. And it’s not just because they are our neighbours across the pond. Here are the five top places to visit in New Zealand.

17 May, 2023

Do retirees pay capital gains tax in Australia?

When it comes to retirees and capital gains tax, there’s a lot to consider. But don’t let concerns about capital gains tax spoil the serenity of your golden years.

20 April, 2023

Caravanning in Australia after retirement – the best spots, dos and don’ts

Up for an adventure post-retirement? It’s time to hit the road. If caravanning in Australia after retirement sounds like a great way to wind down after a long and demanding career, then read on.

28 March, 2023

Defined benefit versus accumulation superannuation – What you should know

While defined benefit funds are no longer open to new members, some Aussies who are nearing retirement are members of those funds – and here we explain the difference between defined benefit plans and accumulation super funds.