by Kaye Fallick | Feb 5, 2025 | Retirement Advice
It’s always fun catching up with Retirement Essentials’ adviser, Nicole Bell. She’s a great example of someone who loves what they do, probably because most days she helps people to achieve their retirement wish lists. Nicole is an avid swimmer, the mother of a 15 and...
by David Kennedy | Feb 5, 2025 | Planning for Retirement
Later this week some of us will drown our loved ones in attention, flowers, chocolates and positive messages. Others will wonder why it’s so hard to get a booking at the local taverna on Friday night. Yes, it’s Valentines Day on the 14th and a big day in many...
by Amanda Hardy Lai | Feb 5, 2025 | Retirement Advice
Retirement planning often starts with a mix of fear and determination—the worry of getting it wrong and the drive to work things out. Many people reach out with similar concerns, unsure of their options or whether they’re making costly mistakes. The good news? Seeking...
by Amanda Hardy Lai | Jan 30, 2025 | Centrelink Age Pension
Over the holidays, did you host a family gathering and wonder ‘Do we really need a home this large when we only use all the rooms once a year?’. Or did you daydream about what your ideal retirement home could look like? Closer to the grandkids, easier to maintain, or...
by Kaye Fallick | Jan 30, 2025 | Retirement Advice
If there’s one thing that’s guaranteed to put a smile on Jeremy Duffield’s face, it’s time with his grandkids. But getting together is tricky, as half are based in far-off Scandinavia. Which makes family holidays all the more precious. What’s that got to do with...
by Kaye Fallick | Jan 29, 2025 | Retirement Advice
If so, could these solutions help? A recent report claims Australian retirees are stressed and that a government product would solve this problem. That’s a big statement, so today we are digging a bit deeper to see what the claimed problem is – and whether the...
by Amanda Hardy Lai | Jan 24, 2025 | Retirement Advice
Geopolitical events, such as wars or global pandemics, can disrupt and cause significant volatility in markets. While these events are beyond our control, understanding their impact on your investments —and how to manage risk effectively—can protect your long-term...
by Kaye Fallick | Jan 24, 2025 | Superannuation
Are you optimising your super? Last week research house, SuperRatings, released the annual returns for Australian super funds in Calendar Year 2024. The funds posted positive returns in 10 of the 12 months in 2024. The results are very positive and are good news for...
by David Kennedy | Jan 24, 2025 | Retirement Advice
Steve and Jenny had recently retired, but had a nagging feeling that they could have organised their super better. Their balance was substantial, but they wanted a second opinion on whether they had missed anything that mattered when it came to accessing this money....
by Kaye Fallick | Jan 17, 2025 | Retirement Spending
What if you had a crystal ball? Would that help you eliminate your FORO – the fear of running out? I’ve been writing about retirement income for nearly 25 years now (yes, let’s agree that I started when I was a teenager, NOT!). But all jokes aside, there are two...
