7 Common Myths About Your Retirement
Here are the seven most common myths about retirement income and the ‘drawdown’ phase of retirement:
Read MoreCost of buying a house
When setting a budget for your new home it is important to give yourself an allowance over and above the headline purchase price.
Read MoreThe Ultimate Guide To A Hard-Earned Retirement
We’ve put together this document to assist pre-retirees on their journey to retirement. But you’ll find it useful even if you’re already enjoying all that retirement has to offer.
It’s about 30 pages long and is a single resource for all your retirement questions.
Use the guide to brush up your financial knowledge and share with friends and family as you please. Knowledge is power after all—especially when it comes to personal finance.
We Cover These Major Themes in the Guide:
• When Should I Retire?
• How Much Income Do I Need in Retirement?
• How Much Super Will I Need to Retire?
• How Do I Choose the Right Super Fund?
• How Does Superannuation Work When I’m Retired?
• How to Maximise Your Age Pension in Retirement?
• Do I Need to Prepare a ‘Will’ & What is Estate Planning?
And finally, we give you some parting words of advice before wishing you well on your retirement journey.
Read MoreKey Investment Themes in 2021 and Lessons Learnt from 2020
A global pandemic, followed by a swift response from Government, community and industry had a big impact on Australian retirees and investors in 2020.
A lot of changes came in the form of acceleration or disruption. But perhaps the big changes might still be ahead of us in the form of new possibilities.
Here’s a short summary of the key themes we think will dominate the next 12 months and beyond.
Choosing between fixed and variable interest rates
One of the first things to consider when choosing a mortgage is whether to go with a fixed or variable rate product. Our expert mortgage adviser discuss what you should be looking for.
Read More2020… What Happened? From ‘Armageddon’ to ‘Not Bad’ for Australian Investors
There were big differentials in share market performance around the world. Australian shares underperformed against broader global markets despite a less severe progression of COVID-19 compared to North America and Europe. Overall though, it was not a bad outcome for the Australian share market and client superannuation balances considering early forecast for the ’end of days.’
Read More7 Reasons Why You Should Employ the Services of a Financial Adviser
How can a financial adviser add value on your path to retirement?
In this article we provide some hard facts and figures on the subject courtesy of investment research firm, Vanguard.
2020… A Year to Forget?
2020 has been one we would almost rather forget. But let’s not overlook all the good things that have happened. In this article we review major events of 2020 and provide advice on staying upbeat and keeping your financial house in order.
Read MoreAm I Better Off Holding Cash During Market Turmoil
Am I Better Off Holding Cash During Market Turmoil? In this article we consider four investor scenarios and look at the true cost of cash.
Read MoreWhat Does the Outcome of the US Election Mean for Australian Investors? (Update: Biden Victory)
Joe Biden victory – what does it mean for investors?
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