Hello Fellow Investors, Ever wondered about the different types of retirement, where you fit in, and how a financial planner can help? Retirement is a goal for most working Australians, but the way people retire - and the support they need - can look very different...
Considering leaving an inheritance?
According to Vanguard (2022), the next 20 to 30 years will see the biggest intergenerational wealth handover in history, predominantly between “baby boomers” and their children. This includes the transfer of family homes, investment properties, superannuation...
Can I afford to retire early?
At our Brisbane financial planner firm, one of the most rewarding aspects of our role is to help clients to achieve their retirement goals. This may include retiring two, five or maybe even ten years early. If you are looking at receiving the Aged Pension (subject...
The Basics of the Australian Aged Pension
We work with our clients to reduce their reliance on the Commonwealth Government Aged Pension as much as possible. That said we look after the full spectrum with some clients receiving the full aged pension from aged 67 (or 66 years and 6 months for those born prior...