News & Resources
All news, resources and ideas you need to create your financial security
In today’s world we are bombarded with an incredible amount of information,
so it is good to know that here, I only pass on to you what is relevant to your personal and financial growth
as well as our social and ethical wellbeing.
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Travel Insurance essentials
Travel Insurance essentialsTravel Insurance essentials As we learn how to live with Covid, more and more people decide it is time to start moving around. We...
Moving to a retirement village – benefits and traps
And that’s our topic for today: Moving to a retirement village – benefits and traps and what you should watch out for before you sign on a dotted line to buy into your new place in a retirement village:
How to check if financial planner is genuine not to risk losing your money
The best place to start your search for finance professionals is the website of ASIC – Australian Securities and Investment Commission
Keep or sell investment property in retirement
As you can imagine, every day I see and speak with many people who are preparing for retirement or who have already retired
How Centrelink assesses assets for Age Pension?
As I keep on receiving this question all the time, I thought today we will go over different asset types and explain what assets are subject to deeming by Centrelink for the purpose of assessment of your Age Pension eligibility and how Centrelink deals with assets that are not deemed.
Impact of inheritance on Age Pension
For many, inheritance is blessing and unexpected improvement of lifestyle and value of the estate, but sometimes it can impact your Age Pension entitlement
Financial Planning advice and support is no place for racism and abuse
Financial Planning advice and support is no place for racism and abuse Today you will see a different side of me, but I don't think I have ever been treated...
Good debt and bad debt for your retirement and Age Pension
From the point of view of retirement, reliable income, and Age Pension there are really 3 types of debts that we need to discuss: And today’s chat is about loans before or during retirement and whether you should or shouldn’t keep it.
Gifting to improve your Age Pension
Did you know that by assisting financially your family members you can not only help your younger family members or friends, but you can improve your Age Pension at the same time. It is called gifting.
Real value of your Age Pension
Age Pension in Australia is different than in most other countries. Our system is means tested unlike in other countries, where it works more like a defined benefit,
Changes for retirees under the new Labor government
On 21st May 2022 Australians decided to have a change of the government, and after almost 10 years of the Liberal party being in power, now Australians voted Labour to take control and to govern Australia into the future.
Is my home always exempt for Age Pension
When calculating Age Pension eligible payments, we generally assume that the family home is an exempt asset but is it always?
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