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Turning ‘running out of money’ into a clear retirement plan

As retirement approaches, it’s natural to ask, “Am I going to be okay financially?” For Australians with a modest super balance, this question can feel urgent. Many people worry they won’t have enough to live comfortably, particularly if they’ve worked part-time,...

Will a new relationship affect my Age Pension?

Owen, 69, had been looking forward to sharing weekends with Laila, 60 – gardening, travel, and the small routines that come with building a life together. But before Laila moved in, Owen wanted to know one practical thing: how would his Age Pension change once...

Is now the time to increase your income?

Now is the time of year you will receive your annual super statement. There are three ways you might respond: Ignore it. Use the opportunity to conduct a regular checkup to see how you are going … or Go further and use this as a trigger to finetune your investments...