News

What Timing!

I thought I would share with you my personal experience over the last few months. Once our children married and left home, we realised our home of 37 years was too big, and we started to think about downsizing.  It’s a 4 bedroom, comfortable home with a pool on a...

Super Funds

Creating your investment portfolio by making contributions to a superannuation fund can be one of the most effective ways to save for your retirement. What is a superannuation fund? A superannuation fund is a long-term investment which is designed to help you to save money during your working life to...

Contributing to Super

Superannuation is arguably the most tax-effective way to save for your retirement, as contributions and withdrawals are taxed at a concessional rate. But with so much jargon about the different methods of contribution limits and restrictions, it can be hard to know what's best for you. We have put together...

Investing in Retirement

Should your approach change once you’ve actually retired? You’ve worked hard throughout your life to save for your retirement – with goals of maximising your super savings through careful investment choices and strategies to build your wealth. But once you retire and start drawing down on your investments, those goals...

Make Your Money Last a Lifetime

For anyone who was ever paid fortnightly or monthly, the need to budget to ensure you had enough money to see you through until the next payday was essential. In many ways, a retirement income can be similar, albeit within a much longer timeframe. Research shows that the biggest spending...

Living Longer, Living Smarter

With life expectancies in Australia continuing to rise, you need to make sure your retirement savings can last the distance. Australia has an ageing population. With the Baby Boomer generation reaching retirement age, research shows that nearly one in six people living in Australia today is over 65 years old....

Investment Options in Retirement Explained

Getting the balance right between a safe spending rate and having enough income to enjoy retirement takes some careful planning. Investing for a reasonable return is one approach to helping your savings go the distance. What is your risk appetite? There’s a rule of thumb when it comes to investment...

The Cost of Retirement

How much do you need to fund your ideal retirement? We take a look at how much income you may need, and what to consider after you retire. Everyone has a different vision for their retirement. Yours might involve overseas and interstate travel and an active social life. Or perhaps...

Page 1 of 3
1 2 3