News & Resources

As you can imagine, every day I see and speak with many people who are preparing for retirement or who have already retired

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.

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 Today you will see a different side of me, but I don't think I have ever been treated...

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. 

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.

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,