How we’ve helped most To say that the rules of retirement income are dynamic is an understatement. In compiling this ‘Top-5’ list, the first thing that jumped out was how often rules, terms and conditions can change. Over the course of the past year we’ve...
This time next week many Australians will enjoy gathering with extended families and friends. Hopefully you’ll find this a convivial occasion. It’s also a time when the spotlight is fixed firmly on the family home. Whether you’re rushing around cleaning,...
We hope you have had a great start to 2024. Many people use the start of the new year as a time to think about the year ahead. Perhaps you are about to retire or planning to do so soon. Or maybe you have been retired for some time and are...
What you believe will help Our regular Retirement Pulse surveys never fail to surprise. Yes, they always deliver useful insights and help us understand your key concerns. But they also often deliver useful solutions to problems that plague retirees across...
Recent news reports about 4.6 million Australians were alarming for retirees. The news was that more than one quarter of us are ‘too poor to retire’. We tracked down the research which led to these widespread TV and press reports. It came from comparison...
Q. I’d like to travel overseas for six months. Do I need to wait until Age Pension age? I’m only 61 and really want to head off now. That’s the question that Anishka posed a few weeks back. She’s single, 61 and has a strong desire to enjoy extended travel...
In a previous article we have analysed some of the different ways of setting retirement savings and spending targets. These main projections are published regularly by the Association of Super Funds Australia (ASFA), the Super Consumers Association (SCA) and...
Managing your retirement finances can be pretty daunting when you no longer have a regular salary to fall back on. There are so many questions and issues to think about including. Are you getting, and maximising, all your Centrelink entitlements? What...
What the numbers tell us ‘Life’s what happens while we’re busy making other plans’, said the inimitable John Lennon. Sadly and ironically this was the case for Lennon himself, gone way too soon at just 40. None of us can ever know what lies ahead. That’s...