14 Jul 2017

Retirement is no time to go on automatic pilot

Retirement

There is a tendency, once people retire, and have their lump sum invested or an annuity in place, to think that they won’t really need professional financial advice. What we can tell you from experience, is that the exact opposite is true. We find that we actually spend much more time […]

14 Jul 2017

Superannuation is a political football

Superannuation is a political football

No wonder they keep moving the goal posts. Every year, it seems, they change the rules – the retirement age, the contributions cap, and so it goes on. No wonder one in three Australians are concerned about legislative changes being made to super – what they mean and how to work […]

14 Jul 2017

You might retire sooner than you think

Based on research conducted in 2015, four in every twenty Australians retired early, but not because they chose to. It was due to health issues – illness, accident or developing a disability. Alarmingly, only one in twenty of them had a plan in place to deal with that eventuality. When you […]