Dwindling assets: Megan to the rescue

Dwindling assets: Megan to the rescue

Our adviser, Megan Marshall had a big win last week. This happened when she helped Fiona to increase her Age Pension entitlement from $506 to $916. That’s an extra $410 a fortnight. It’s such a large increase that we wanted to share how this could happen. And some key...
Free shingles vaccinations from November

Free shingles vaccinations from November

At last some good news for your health and wellbeing. Five million older Australians will benefit from a new National Immunisation Program (NIP) initiative. This means that from 1 November free shingles vaccinations will be offered to: everyone aged 65 years (it was...
Retiring with debt: Managing that mortgage

Retiring with debt: Managing that mortgage

Max and Sarah are now typical of more than 50% of Australians their age – those between 55 and 64. That’s because they are carrying a hefty debt into their retirement. And they’re starting to feel concerned about the affect this will have on their ability to enjoy the...
More work more money

More work more money

What would it take to make you want to work again? Higher wages? Manageable hours? Or a guarantee that your benefits and entitlements would not be jeopardised? Or maybe all of the above?  In short, what would it take to lure you back into the workforce? Many of...
Crackdown on super: Higher taxes on the way

Crackdown on super: Higher taxes on the way

Recently released data shows that 28 Australians hold more than $100 million in super and 107 hold more than $50 million.  These look like eye watering numbers, particularly when you realise that the earnings on these super accounts are taxed at the same level as...