When I’m asked to say something about myself that other people don’t know, I often say: “My brother, Andrew, is in the Aria (rock & roll) Hall of Fame.” It always blows them away, because they think I’m so conservative and they remember my brother for his...
The Retirement Income Review: Will there be changes to the treatment of the family home? The Federal Government is currently assessing the report of the Retirement Income Review and their response could have big implications for Age Pensioners. The review is looking...
My mother Anne got me started in investing by buying me 100 shares of some long-forgotten mining company when I was 14 in the late ‘60s. Never made any money out of it but I did learn how to read the share pages. I probably learnt more by watching her navigate...
Jeremy Duffield – Chairman of Retirement Essentials In a recent letter, I asked which aspects of retirement finance were most important to you? Many people responded with a clear message: how much I can spend in retirement and how long the money would last...
Perhaps the most frequent comment we receive concerns the different Age Pension entitlements received by singles and couples. Opinions are strongly divided on this issue however one sentiment is shared – The system isn’t fair. This week we have decided to...
As we emerge from severe social lockdown following the global pandemic, it’s worth reflecting on what we’ve learnt. COVID-19 has been a dramatic shock to the system. To our life and to our finances. It reminded us of the need to be prepared for the unexpected. ...
