News & Resources
Exciting News: We Are Growing
Today, I’m thrilled to introduce someone who’s been an integral part of our team but a bit of a “secret” until now—Shaun Jones, an experienced financial planner who brings a wealth of knowledge to our boutique practice. Why Shaun Specialises in Retirement Planning...
Retirement in Australia
Retirement in AustraliaEvery year there is about 120,000 people ready to retire in Australia at an average age of 64.8. In 2022-23 there were 4.2mil retirees in Australia and Age Pension was the main source of income for most retirees In 2022-23, 54% of retirees were...
Why investors continue working with financial planner
Why investors continue working with financial plannerToday I thought I would change a topic a little and discuss with you an interesting article I read the other day titled: Why do investors keep their financial advisers around? Here are the findings by the...
What’s New with Age Pension
What's New with Age PensionI promised to prepare a video that will provide an update on the most important information in relation to the Age Pension payment and eligibility. No wonder it is an important topic for many retirees, after all almost 80% of retirees are...
AustralianSuper makes a monster investment loss
AustralianSuper makes a monster investment lossToday I would like to share with you an information that unless you read financial papers and follow all financial news, you most likely would not hear about it. Somehow the mainstream press is staying away from this...
How much do you need in your super to retire comfortably
How much do you think you need to save in your super for a comfortable retirement?
Is it $500,000? $700,000? $1mil? 2 mil? Or more?
Well, guess what, average Australians believe they need to save over $1.6mil for a comfortable retirement.
Which pension funds pay tax
what is the difference between a normal accumulation superannuation account most of us have and a defined benefit super provided to the employees of the Commonwealth government and most people working in the public sector?
Technology impacts your money decisions, so are you good with technology
Technology impacts your money decisions, so are you good with technologyIn today’s world to be successful in virtually anything, one has to fully comprehend and embrace the digital functionality of any activities around us. I can see many older Australians having...