Hello Fellow Investors, The Motley Fool has written a great article outlining the average super balances at ages 50, 60, and 70, as well as what an individual or couple requires to retire comfortably. These figures provide a useful benchmark, but they also highlight a...
Financial Planning for Divorce
Hello Fellow Investors, While divorce can be a huge emotional upheaval in your personal life, what many don’t realise is that financial planning for divorce is critical - because without it, the process can be financially devastating as well. Decisions made during...
Transition to Retirement Strategy: Pros and Cons Explained
Hello Fellow Investors, In recent meetings, I’ve noticed an increasing number of clients raising questions about Transition to Retirement (TTR) strategies. While curiosity is understandable, the frequency of these discussions is also a signal that many Australians are...
What Retirement Type Am I?
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...