by Jeremy Duffield | Sep 25, 2024 | Customer Stories, Retirement Advice
Over the past few months, we’ve shared a set of 10 principles of retirement, designed to help you grasp the key topics in planning your retirement financing. Here’s a case study of how a client couple went about getting their retirement sorted…and how they used...
by Kaye Fallick | Sep 25, 2024 | Planning for Retirement
But it can fund your longer retirement One of the world’s oldest medical journals – the British Medical Journal or BMJ – recently published statistics that reveal, when it comes to longer lives, Australians have won the lottery. The study, Life expectancy and...
by James Coyle | Sep 25, 2024 | Customer Stories, Retirement Advice
Often when calculating retirement income, we make assumptions that are simply wrong. This is not necessarily caused by any lack of financial literacy. It’s because the rules can be less than obvious and no matter how much research we do, we can still miss something...
by James Coyle | Sep 19, 2024 | Retirement Advice
When advice helps turn things around When Andrew Dunkerley first met Jim and Alice* he was concerned that there might be little he could do to help them achieve a reasonable retirement income. That was because they had more than $100,000 in credit card debt and were...
by Jeremy Duffield | Sep 19, 2024 | Planning for Retirement
Just having hit a significant milestone myself (70), I’m reminded of how important some milestones are in retirement. Milestones make you think about important life stages. But beyond that, government policy relies on age markers for when rules change or benefits kick...
by Kaye Fallick | Sep 19, 2024 | Planning for Retirement
Last week the long awaited changes to the Aged Care sector were released. You could be forgiven for being confused, with headlines in Money magazine stating that ‘Pensioners pay more’ while the Australian Financial Review reported ‘Aged care taps rich retirees’. ...
by Kaye Fallick | Sep 12, 2024 | Retirement Spending
Is this really happening? The other night I saw an ABC TV report by business reporter, Daniel Ziffer. I normally find Mr Ziffer’s work to be both informative and interesting. So when he spoke of a ‘generational divide’ in Australia’s spending habits, I was all ears....
by James Coyle | Sep 12, 2024 | Retirement Income
Noel to the rescue Few people understand retirement income as well as Noel Whitaker. Today we are examining the pros and cons of Lifetime Income Streams (LIS) and Noel has helped us out with some Q&A on these relatively new products. But first, some background....
by James Coyle | Sep 12, 2024 | Centrelink Age Pension
Understanding Age Pension increases and……do they cover the cost of living? A couple of weeks ago we reported on the September 20 Age Pension increases. This is one of two increases that occur each year with the next one scheduled for March 20 2025. ...
by James Coyle | Sep 11, 2024 | Superannuation
Super often gets bad press. That might be from media pundits who expect rolled gold returns year in and year out despite market ups and downs. Or it could come from account holders themselves who find the need to understand the extensive rules very challenging. That’s...
