by Kaye Fallick | Feb 15, 2024 | Superannuation
There has been a veritable deluge of research, insights and survey findings about retirement funding in recent times. With nearly 700 Australians retiring on a daily basis, this is unsurprising. Retirement does indeed seem to be ‘the new black’. But the more insights...
by Kaye Fallick | Feb 9, 2024 | Centrelink Age Pension
We enjoy receiving member questions for a range of reasons. The main one is because our whole team wants to help Australians maximise their retirement income and answering tricky questions is one way of doing this. But another reason why we value the many...
by James Coyle | Feb 9, 2024 | Retirement Advice
We recently did a Google search to see the type of value people place on advice and it seems some of the best things in life (including advice) are free. Other advice may seem expensive – medical appointments for instance. But paying for a third opinion on a...
by James Coyle | Feb 9, 2024 | Centrelink Age Pension
You may recall our article in December which shared tips from Steven Sadler? We asked him what works best when dealing with Centrelink and he responded with some really useful insights into how to progress your Centrelink interactions, including the best time of day...
by James Coyle | Feb 2, 2024 | Superannuation
Help, I’m 76 and want to contribute more to my super, but I’ve been told I can’t! This was the cry for help we received from Albert last week. He’s just turned 76 and came into some money unexpectedly, through a lottery win. He’s decided he doesn’t have anything to...
by James Coyle | Feb 1, 2024 | Centrelink Age 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, mega-rich...
by Kaye Fallick | Feb 1, 2024 | Retirement Advice
There are certain ‘motherhood’ statements, so-called because you would find it hard to disagree with these sentiments. One such statement is that we all want what’s best for our kids. We’d walk over hot coals for them, in fact. This is evidenced financially by the...
by Kaye Fallick | Jan 24, 2024 | Superannuation
Staying the course has long been the preferred option for superstar investors like Warren Buffet and Vanguard founder, Jack Bogle. What does this mean? It means taking a long term perspective on your investments. This can be easier said than done during a year like...
by James Coyle | Jan 24, 2024 | Retirement Income
Cutting through confusion and complexity Assumptions are a gateway to a mistake, so the saying goes. Despite this, many of us are still prone to making assumptions or veering into denial about financial decisions when it all feels too hard or too complicated. This...
by James Coyle | Jan 24, 2024 | Superannuation
Some government reports can be as dry as dust, particularly those covering the finer points of superannuation legislation. The good news is that members of our team at Retirement Essentials read all the reports and legislation changes so you don’t have to! But to our...
