News - Pre-Retirees & Retirees

A Perfect Storm

Cost of Living – A Perfect Storm!

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

The Mechanics of the Age Pension

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..

“No soup for you!” …until now – New Super legislation opens the window for over 67’s

Super legislation changes come and go, many of them are “ho hum” and merely tinker around the edges. We’ve been inundated...

Ukrainian Fence Patriotism

State of Play – Uncertainty Abounds!

While Russia’s invasion of Ukraine undoubtedly creates some market volatility and opportunities, this time it feels somewhat different. “Sharemarket Weakness Provides...

Aged Care Finances

The Finances of Aged Care – You Have Time!

Working with families who are considering Aged Care for a loved one for the first time can be traumatic. Sometimes the...

South African Lion

State of Play – Omicron Musings

Volatility is back! After a relatively tame quarter, Omicron threatens to turn the market calmness on it’s head. The seasons roll around...

Caravan Retirees

How Much Do You Need To Retire!

If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left...

Whiskey & Spirits Investing

ETFs & ESG – Investing in a Modern World (Or Investing Like the Cool Kids Do)

Building investment portfolios is a core part of what we do as part of the financial/investment planning process. We pride ourselves...

Shoe Shine Stock Market Advice

State of Play – Buy, Sell or Do Nothing?

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

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?

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

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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