How to achieve financial wellbeing

How to achieve financial wellbeing

by | Jul 18, 2024 | Retirement Advice

Being wealthy is very much in the eye of the beholder. While one person’s sense of wealth might come from their health, another’s could rest upon the strength of their relationships. Yet someone else might measure their wealth by the size of their super, particularly...
Who needs a million to retire?

Who needs a million to retire?

by | Jul 18, 2024 | Planning for Retirement

Here’s why most of us don’t Being told unrealistic targets is hardly likely to motivate anyone at any age. Yet this is often the case with retirement savings targets. Today we take a more realistic approach by using the factual ‘middle’ savings amounts for those about...
Income and asset limits go up

Income and asset limits go up

by | Jul 4, 2024 | Centrelink Age Pension

But how will this work for you? As you no doubt know the income and asset limits for full and part-Age Pensions were increased on 1 July this year. This is good news for many Australians who may have almost qualified for the Age Pension. It also means a slight...
Is inflation ruining your retirement?

Is inflation ruining your retirement?

by | Jul 4, 2024 | Retirement Advice

If so, what can you do? The hottest topics in the news right now seem to be the twin challenges of cost-of-living and inflation. It’s not just a talking point either, with many elections occurring across the globe this year, data indicates that any government in power...
A younger partner?

A younger partner?

by | Jul 1, 2024 | Centrelink Age Pension

Over the last few weeks we have received lots of comments and questions from customers wondering how their partner’s age and working arrangements can affect their entitlements. So this week we are going to answer some of those questions. I am 67 and retired but my...