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Retirement

Financial Planning – Giving Peace of Mind

Human nature calls for us to worry – this instinct goes way back to the days in which we had to protect ourselves against predators.

It pays to plan and catch-up (your super)

Superannuation has always been a tax-friendly environment and, as such, over the years legislations have systematically reduced the amount one can contribute to super.

Downsize your home & Upsize your super

It’s the great Australian dream to own your own home. Whilst in our younger years, when it comes to buying (or upsizing) our homes, it can be seductive to “keep up with the Joneses”. Later in life, it can be just as alluring to downsize them. Lowered costs of electricity, insurances. Less maintenance. More time to go out and travel and live out your retirement dreams.

Fearing the Finish

Have you ever considered the psychological impact of moving from

The 5 Keys to Retirement Success

Almost weekly we have the pleasure of meeting with people who are embarking on planning their retirement. Invariably they are fit, happy and healthy, and looking forward to a new and exciting stage of life.

Children Inheritance – how much should you leave them?

When considering one’s legacy, deciding how much to leave your children, grandchildren and other beneficiaries is one of the most important questions families face particularly the wealthy. The range of possible answers is ‘everything’ to ‘nothing’.

How to Retire on $60k a year

For this week’s blog we have attached a Cover Story Article from Money Magazine written by Frances Easton as the contributing expert.

Hope you enjoy the case study.