Jenny and Daniel contacted us with a dilemma recently. They had received a windfall gain due to an unexpected inheritance. Often inheriting money also means a time of great sadness, but in this case they did not actually know the great uncle who had...
Customer Stories Articles
Maria is getting an inheritance. But will she lose her pension?
Australian society is witnessing the greatest intergenerational transfer of wealth ever seen. According to McCrindle Research, an estimated $3 trillion will be bequeathed to adult children over the next two decades. We don’t all have parents like the driven,...
Can I afford to renovate when I retire?
Adviser Megan Marshall recently met with Gary and Monica who have retired. They’ll soon qualify for an Age Pension but want to know whether a renovation or downsizing their home is the smarter financial strategy. Talking them through the rules and the likely...
Should Craig retire completely or go part-time?
Nicole answers Craig’s dilemma This week we talk to adviser, Nicole Bell, who spends her time working with Retirement Essentials members to help them get better financial outcomes. She recently spent time with Craig, who is 69, currently working full-time,...