Retirement planning

14 November, 2023

Roadmap to retirement: small business owners edition

Retirement – for small business owners, it’s the grand finale of your entrepreneurial journey. When orchestrated with financial finesse, your future self will surely offer a standing ovation. Here’s our guide to retirement planning for small business owners.

31 October, 2023

Financial data security in a tech-driven world

Unfortunately, in today’s tech-driven world, cyberattacks have become a common occurrence. News stories about data breaches at big brands have majorly distressed their clients. That’s why financial data security has never been more important.

31 October, 2023

Travel insurance for seniors is your passport to peace of mind

Close your eyes and picture your retirement dreams: from gondolas in Venice to Bali’s waves and beautiful Viennese symphonies. If travel is in your vision, let’s discuss why it’s so crucial to protect your adventures with travel insurance for seniors.

5 October, 2023

Age pension questions answered

In honour of International Day of Older Persons, we provide some answers to frequently asked age pension questions. It’s a good time to start meaningful conversations regarding financial wellbeing for our elderly and those planning retirement in the near future.

29 September, 2023

Building a joint financial future – superannuation strategies for couples

Picture this: you and your partner, hand in hand, stepping into a future filled with financial freedom and shared dreams. And when it comes to those aspirations, superannuation strategies for couples play a pivotal role.

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.