Investing,Personal Finance,Retirement,Tips & Tricks

Planning For Retirement in Your Fifties

18 Mar , 2016  

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You might have had a well-meaning grandparent tell you in your 20s that you should start to save for retirement, but you were having too much fun to do that.  Then in your 30s you had a young family to care for and a house to buy, so your money was all spoken for.  But […]

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Investing,Personal Finance,Retirement

The 5 Biggest Retirement Planning Mistakes You Can Make

18 Mar , 2016  

Retirement

Many people want to plan for their retirement, but they either don’t know how to get started or they are starting to plan and are afraid they will make a mistake.  This is why retaining a retirement planner is important, because he or she will help steer clients through the maze and help them realise both […]

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Investing,Personal Finance,Retirement

Four Things to Consider When Investing For Retirement

18 Feb , 2016  

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Learning about investing is always a great idea, and never more so than when you are getting close to retiring.  It feels like there are so many terms that don’t always mean what you think they should.  But beyond that is the actual process of investing and planning.  So what are the main things you […]

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Personal Finance

7 Ways To Minimise Tax During Retirement

9 Nov , 2015  

taxes-tax-evasion-police-handcuffs

You probably feel like over the years you have paid enough taxes throughout your lifetime, and the last thing you want to do is end up paying more taxes in retirement.  There are some steps you can take now that will help improve your tax situation later, and a lot of it comes from smartly […]

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Investing,Personal Finance,Retirement

7 Ways To Kick Start Your Retirement Plan

13 Jul , 2015  

Kick-Start-Retirement

Take a Fresh Look at Your Retirement Plan There are usually numerous investment options for retirement accounts, so you want to make sure that you’re taking advantage of the right ones for your current situation. Ideally, you should have a mix of investments (called an “asset allocation”) that not only matches your attitude toward risk, […]

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Retirement,Social Security & Centrelink

Aged Care – It Doesn’t have to be this hard – Really!

28 Apr , 2015  

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There is plenty of information out there about Aged Care – probably too much actually. However how do you get the whole process right? I have recently been involved in trying to help someone with their parents who are heading up to 90, and should have been considering Aged Care for some time. It has […]

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Retirement,Social Security & Centrelink

What Do The New Aged Care Reforms Mean To You

11 Mar , 2015  

aged-care-reforms

The ‘Living Longer, Living Better’ aged care reforms began on 1 July 2014. It is important to note that the new rules only apply to individuals who enter residential aged care on or after 1 July 2014, as existing residents will be grandfathered under the previous rules. The major changes are summarised in the table […]

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