A popular question often posed of celebrities is what they would share as ‘advice to their younger selves’. The answers can make fascinating reading, with a strong thread of ‘never give up’ ‘believe in yourself’ and ‘honour your dreams’ usually...
Planning for Retirement Articles
Overcoming the very real fear … of running out
What’s your uppermost retirement fear? We’re often surprised by many of the responses to our Retirement Pulse surveys. In particular, in the February survey, with respondents who have yet to retire who have such strong concerns about their money lasting as...
Changing (retirement) gears
Changing (retirement) gears … just got easier… Book now Retirement has never been a set and forget proposition. Times change, rules change and people’s needs do too. It’s easier, instead, to view it as a decades-long opportunity to enjoy the rewards of years...
Meet Megan Marshall
Meet Megan Marshall: Reducing the fear factor Megan Marshall has been working in financial services for her entire career. Initially in a work experience role, Megan soon worked part-time, then as a full-time employee with a national financial practice....
Timing is critical …
Retirement timing is critical: But is it within your control? Two years ago we asked you to share your experience of choosing the best time to leave work and enjoy the fruits of your labour. We knew, based upon Australian Bureau of Statistics (ABS) findings,...
When a loved one dies …
When a loved one dies … How does Centrelink help? Even when someone we love is terminally ill, few of us can say we were prepared for the finality of their death. This week we tackle this very sensitive topic with the intention of offering a constructive...
How to time your retirement
Timing retirement: How to hit the sweet spot Is 2023 the year you will finally step back from full-time work? If so, which factors will persuade you? A veritable industry has sprung up offering advice on how best to time your retirement. But when it...
Who says retirees are risk averse?
Surprise survey results Retirement Pulse question: If you had $100,000 to invest which of the following would best describe your approach to the money? I would invest aggressively to achieve a high return, even if it involved a high level of risk. 5% I...
Meet Sharon Sheehan
Sharon Sheehan has more than 20 years’ experience in financial planning, including six years during which she ran her own business. For a while she worked in the more technical paraplanning area, but quickly realised it was helping people that was the...