Blog

Blog

Retirement income – what’s right for me?

12 October 2018 - posted in Government Benefits and Lifestyle and Pre-Retirees and Retirees by Brenton Miegel

One of the most common queries that I have from new retirees’ is “how will my retirement income be paid to me?”.

The lowdown on Income Layering

10 October 2018 - posted in Investment Markets and Lifestyle and Pre-Retirees and Retirees by Sam Martin

Leading up to the Global Financial Crisis, strong share market returns (2002-2007) and the loss of favourable Centrelink assessment (5O% assessable in 2004 and 100% assessable in 2007) resulted in annuities falling out of favour.

An Aged Care testimonial

9 October 2018 - posted in Aged Care and Lifestyle and Pre-Retirees and Retirees by Matthew Kelly

Making decisions about a loved one's transition into Aged Care can often be fraught with uncertainty and require information and assistance which is not always easily accessible. Recently we were able to help Greg* with the aged care needs of his grandmother for whom he is acting Power of Attorney. This is his story.

Don’t outlive your savings!

5 October 2018 - posted in Government Benefits and Lifestyle and Pre-Retirees and Retirees by Craig Kirkwood

With life expectancies in Australia continuing to rise, you need to make sure your retirement savings can last the distance.

RISK-y business

25 September 2018 - posted in Investment Markets and Pre-Retirees and Retirees by Will Chapman

There's lots of financial jargon to translate for clients but one of my favourites is "Risk"

Will I lose my Age Pension?

19 September 2018 - posted in Aged Care and Lifestyle and Retirees by Matthew Kelly

A big fear for many of older people who may be considering moving into aged care is losing their age pension.

When the honeymoon is over

17 September 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Michelle Sanchez-McCallum

So much time, energy and money goes into planning a wedding.

Life Insurance - Our Claims Process

13 September 2018 - posted in Insurance and Lifestyle and Pre-Retirees and Retirees by Craig Kirkwood

When it comes to insurance, it pays to know how a claim is processed. It simply makes sense to know what you’re entitled to if and when it comes to claiming on the policy you have been paying premiums for.

Disruptive service is better

10 September 2018 - posted in Pre-Retirees and Retirees by Will Chapman

I attended a presentation earlier this year on "Disruptors" basically highlighting what the internet had done to the global travel industry over the past 20 years.

Look behind the numbers

3 September 2018 - posted in Investment Markets and Pre-Retirees and Retirees by John Oliver

It is that time of year again when the annual performance comparisons of super funds are displayed in various media publications. Assessing the performance of super funds can be a difficult exercise for many investors particularly if they take too much notice of the media.

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