by Kaye Fallick | Feb 21, 2025 | Retirement Income
We were delighted to receive some great comments to last week’s newsletter, as well as some really good questions. Two that stood out were in response to Amanda Hardy Lai’s article, How much is enough for a comfortable retirement? Having read Amanda’s article Linda...
by Amanda Hardy Lai | Feb 21, 2025 | Retirement Advice
Small adjustments reap big rewards Amanda Hardy Lai is a problem solver at heart. After studying science and philosophy at uni, she took a temporary job to answer calls for finance expert Paul Clitheroe’s company. She quickly realised that she enjoyed this work, and...
by Steven Sadler, Retirement Essentials | Feb 20, 2025 | Centrelink Age Pension
Avoiding costly Centrelink mistakes with expert advice from Retirement Essential’s Head of Customer Service, Steven Sadler Navigating Centrelink rules can be challenging, and many retirees are unsure about their entitlements and how to apply. At Retirement Essentials,...
by the Retirement Essentials Team | Feb 20, 2025 | Centrelink Age Pension
A few weeks before 20 March and September, the team at Retirement Essentials is usually able to predict (within a few cents) the expected Age Pension indexation change. This indexation of the base rate occurs twice a year. The main Age Pension supplement is also...
by Jennifer Langton | Feb 12, 2025 | Retirement Advice
After a long wait, new legislation, aimed at reshaping how aged care is funded and delivered in Australia, has been passed. As with most developed nations around the world, our population continues to age, making it important to have a sustainable aged care...
by Amanda Hardy Lai | Feb 12, 2025 | Planning for Retirement
Last week, I discussed the most common retirement questions our members ask during strategy consultations with our advisers. One of the big ones is: ‘Do I have enough? Sometimes that thought is closely linked to ‘Do I have enough – yet?’ The real question isn’t...
by Amanda Hardy Lai | Feb 12, 2025 | Superannuation
While retirement planning is often framed as an individual journey, couples’ superannuation decisions are rarely made in isolation. Whether you’ve been managing finances together for years or are only now turning your attention to retirement, the way you navigate...
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 the Retirement Essentials Team | 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...
