Retirement Advice Articles

Noel explains: Three common retirement trade-offs

Noel explains: Three common retirement trade-offs

It was a pleasure to catch up with Noel Whittaker last week and hear his take on the trade-offs many retirees face. But first, we touched on the current market volatility and what it means for those about to leave full-time work. His sense is that most older...

Retirement, real estate, and super

Retirement, real estate, and super

Theo’s property decision Theo retired in 2018 at age 67 and is now 73. Thanks to being in a super plan since he was 18, he has built a comfortable retirement nest egg of around $1 million for himself and his wife, Amy. Amy retired 20 years ago and receives...

How to keep calm and carry on when markets tumble

How to keep calm and carry on when markets tumble

Last week Jeremy Duffield wrote about ways to understand and manage economic volatility. We received a lot of feedback on this article as it is a widespread concern for retirees. Jeremy’s stance is similar to that of most respected commentators; that it’s...

Building your retirement confidence

Building your retirement confidence

What are the vital steps to take? Most Australians aged over 50 don’t think that they will achieve a comfortable retirement. That’s the blunt top level finding from a survey of 2250 which was conducted by Colonial First State (CFS) superannuation and...

All about downsizing: What you need to know

All about downsizing: What you need to know

Downsizing is a major financial and lifestyle decision, offering the chance to free up home equity and boost your super balance in retirement. We regularly explore it because of the unique retirement planning opportunities it presents.  At its core,...