One of the keys to financial success is adopting the right strategy at the right time. “Each phase of our life represents a unique opportunity to create strategies that can…
While retirement should be the best years of your life, many Australians make simple, avoidable mistakes with their finances that can leave them dependent on the age pension and without…
Moving into residential aged care can be a stressful period with complicated rules, family conflicts and rushed timeframes. This can easily lead to mistakes, which can be costly and difficult…
The saying goes, you can’t have your cake and eat it too, but with a new brain-friendly cake perhaps you just can. You might not want to think about the…
Many retirees may want to help younger family members by gifting part of their savings. But if things go wrong in the future, the joy may turn to grief. Gifting…
Australian retirees face a ‘double whammy’ when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other…
A tale of two retirements – which would you choose? Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel…
With Australians marrying later in life and staying married for longer, the median age of divorce has risen over the last 20 years. It now stands at 45.9 years for…
Falling in love is a magical and wondrous experience, but once the heart flutters have settled a little and two people move towards a more serious relationship, various challenges may…
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning, but underpinning the whole process…