Retirement
Self-Managed Superannuation Fund (SMSF) checklist ā summary
8 May
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.Ā This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
The redundancy checklist
8 May
Facing redundancy can be a challenging and emotional experience. Itās important to take a calm and considered approach to ensure you make the best financial decisions for your future.Ā A qualified financial adviser can assist you in navigating...[Read More]
Building a retirement bucket list: turning dreams into reality
10 April
Retirement marks the beginning of a new and exciting chapterāone that offers the freedom to finally pursue long-held dreams, explore passions, and tick off those āone dayā goals.Ā Ā Creating a retirement bucket list is more than just a fun...[Read More]
Managing finances and lifestyle activities during retirement
3 April
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
Embracing your retirement journey: 10 heartfelt tips for a fulfilling future
13 March
Approaching retirement can stir a mixture of excitement and anxiety. Itās a significant milestoneāfilled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace.Ā However, it can also feel overwhelming,...[Read More]
The top 5 international destinations retirees should have on their bucket list
27 March
If youāre an Australian or British retiree, retirement is the perfect time to travel the world and explore the places youāve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]
The health and wellbeing benefits of walking every day
6 March
Walking is one of the simplest and most accessible forms of exercise, yet it offers incredible benefits for your overall health and well-being.Ā Whether strolling through your neighbourhood or taking a brisk walk in nature, walking daily can lead...[Read More]
Women lack confidence when it comes to retirement funds
12 March
Women are less confident than men that they will have a comfortable retirement, with only 34 per cent feeling prepared for life after work. A survey of 2250 Australians revealed that more than three in five women (62 per cent) felt they would be...[Read More]
Why is wellbeing important & what do we need to do to achieve it?
27 February
When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences.Ā These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]