News - Pre-Retirees & Retirees
Cost of Living – A Perfect Storm!
September 2022 - by Scott Keeley
It’s easy to blame ‘cost of living increases’ for everything at the moment! In my line of work, no conversation is...
The Mechanics of the Age Pension
June 2022 - by Scott Keeley
Record numbers of Australians are retiring and are seeking retirement income planning advice. A key component to retirement income is the...
“No soup for you!” …until now – New Super legislation opens the window for over 67’s
June 2022 - by Lynette Anderson
Super legislation changes come and go, many of them are “ho hum” and merely tinker around the edges. We’ve been inundated...
State of Play – Uncertainty Abounds!
March 2022 - by Scott Keeley
While Russia’s invasion of Ukraine undoubtedly creates some market volatility and opportunities, this time it feels somewhat different. “Sharemarket Weakness Provides...
The Finances of Aged Care – You Have Time!
March 2022 - by Scott Keeley
Working with families who are considering Aged Care for a loved one for the first time can be traumatic. Sometimes the...
State of Play – Omicron Musings
December 2021 - by Scott Keeley
Volatility is back! After a relatively tame quarter, Omicron threatens to turn the market calmness on it’s head. The seasons roll around...
How Much Do You Need To Retire!
December 2021 - by Lynette Anderson
If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left...
ETFs & ESG – Investing in a Modern World (Or Investing Like the Cool Kids Do)
December 2021 - by Scott Keeley
Building investment portfolios is a core part of what we do as part of the financial/investment planning process. We pride ourselves...
State of Play – Buy, Sell or Do Nothing?
September 2021 - by Scott Keeley
It was no Winter of Discontent in 2021, with the ASX200 continuing it’s upward march, rising nearly 5% over the last...
Budget Recap & EOFY Reminder
May 2021 - by Wakefield Partners
A couple of weeks ago, the most recent Budget was handed down. It was a very diverse Budget, with many themes....
Life Insurance – Why Have My Premiums Gone Up So Much?
May 2021 - by Wakefield Partners
One of the most common questions we’ve had from clients this year is about their life insurance. In many cases, their...
Investing for Retirees – The TINA Effect
May 2021 - by Wakefield Partners
I love a good acronym and wish I could claim responsibility for this one. After hearing it to describe investing in...
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