Secure retirement

Pre-Retirement

Secure Retirement

Woman & Money

Aged Care

Estate Planning

Ethical Investing

Creating secure income for life

What a wonderful life ahead of us. We live longer. We stay active until a much later stage in life, we have good diet supplemented with healthy vitamins. Medicine is progressing and advancing which in turn keeps us living even longer.

This is a great news for all of us. However, the problem is that our money might not be able to keep up with our lifestyle and our longevity.

So, how can you organise your money to last you for as long as you are alive? How can you make sure that you will not run out of money?

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Katherine has been a lifesaver for my Husband and I. Having planned all our finances for our future and sorting through all our Centrelink problems that we have had, I would highly recommend Katherine for any of your retirement planning.

– Vicki & Ray Allen

If you are preparing to retire soon or you have retired already, you should make Age Pension benefit your income priority.

For many retirees it is a main sources of income with a private income stream being a supplementary source of funds. If you have it the other way around, your money is not structured with the full potential and full benefit.

But in order to benefit from Age Pension the most, you really need to understand the system and rules around Social Security benefits.

Featured Articles

Account based pension or annuity

Account based pension or annuity

Account based pension or annuity – which income stream is for youToday we will have a debate about the two income streams: account-based pensions and annuities, to decide which one is better and why, and which one you should consider. We will compare them and discuss...

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Federal Budget – May 2024

Federal Budget – May 2024

Federal Budget – May 2024A new Federal Budget 2024 has just been introduced by the government. Please keep in mind that many of announcements have not been legislated yet, so be careful when implementing your financial strategies. I will go over the following...

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