Downsizer Contributions to Super
Since July 2018 thousands of people have taken advantage of the Government’s downsizer contribution scheme by selling their home and making contributions to their super. This has allowed older Australians to have more money to fund their retirement.Although this is good news for people who have benefited from this scheme, some people may have missed…
Read MoreWhy aged care matters
The last couple of years have been tough on a lot of people with the COVID pandemic throwing the world into chaos and taking a toll on our physical, mental, financial and emotional wellbeing. If you have had a family member in aged care over the period of lockdowns and were not able to visit…
Read MoreBe in control of your retirement
Are you approaching retirement? Then chances are the funding of your lifestyle in retirement may be on your mind. Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want.The qualifying age is increasing by six months every two years until it reaches 67 in July 2023. The…
Read MoreWhy does insurance matter?
The unexpected events of the past few years, have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and…
Read MoreRussia invades – what’s the investment impact?
28 February 2022, A message from Dan Farmer, Chief Investment Officer After weeks of escalating tension and US statements that Russia will attack, Ukraine is now under invasion. As the world watches on while the tragedy of war unfolds, what will the impact on financial markets be? Russia’s military action in Ukraine is first and…
Read MoreA new year is a chance for a fresh start
New year is a great time for making lifestyle changes, however, for goals and changes affecting your financial health, there’s often no better time than when starting a new job. Well 2022, it has to be better than the last two years, right? With everything that has been going on the last two years, you…
Read MoreThere’s an app for that
It seems we are increasingly using apps in everyday life. Apps can help us manage certain aspects of our lives, tap into things that are of interest to us, or keep track of different goals. We can use apps to look up movies, events and shows and book tickets within minutes; we can use apps…
Read MoreIs it time to get your Will up to date?
New Year Resolutions may include many things. It may mean that now is the time to think about whether your financial plan needs to be reviewed in light of any changes to your circumstances, and if your Will is up to date and estate planning is in order. One of the key aspects of estate…
Read MoreWill you be able to live the retirement lifestyle you want to?
Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement. Whatever your plans, it’s vital you have a strategy in place so that you can build your retirement savings as much as you can before…
Read MoreFive tips for looking after your household’s finances
Take the pain out of managing your family’s finances with some simple tips every family can use. Taking care of household finances can be time consuming and boring – and often people don’t know where to start. Your local library may have some good resources if you want to do your own research, but these…
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