How to plan for the longest “holiday” of your life How to plan for the longest “holiday” of your life Budgeting for retirement is like preparing your suitcase for an epic journey! Packing the right items and planning ahead is essential to ensure you don’t run...
Safeguarding your bank account from scammers Safeguarding your bank account from scammers According to the ACCC’s Scamwatch statistics, Australians reported a total of $568.6 Million lost to scams in 2022, which makes for big business for scammers, and a cause for...
Preparing for retirement in uncertain times Preparing for retirement in uncertain times As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic...
Accelerate your super balance Accelerate your super balance – salary sacrifice vs personal contributions If you are an employee, there are two ways in which you can optimise the tax-effectiveness of your additional super contributions: opt for a salary sacrifice...
Don’t ignore the third stage of retirement planning Don’t ignore the third stage of retirement planning The Golden Years… a time of leisure, travel and more time with the grandchildren. This is likely what springs to mind when someone mentions the retirement phase of...
Should you downsize to upsize your retirement? Should you downsize to upsize your retirement? To downsize or not to downsize is the question facing many home-owning Australians in the lead up to or in their retirement years. And the answer is… it depends. There are...
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