News - Superannuation & Pensions
Work-life Balance – Only You Can Make it Happen!
December 2022 - by Lynette Anderson
Another year has swiftly vanished. How was the last 12 months for you? Did you achieve what you set out to...
Do You Know How Your Super is Invested?
September 2022 - by Wakefield Partners
With the end of financial year behind us, yearly super statements have begun to arrive. This coincides with a ramping up...
State of Play – Newsflash! Sharemarket Does what Sharemarkets Do!
June 2022 - by Scott Keeley
Volatility in share prices is not new. Nor is the view that “this time it’s different”. In a world of pandemics,...
Apps vs Knowledge
June 2022 - by Wakefield Partners
Investing apps such as Raiz, Spaceship, and CommSec Pocket have become extremely popular in recent years especially for new investors. The...
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...
New Beginnings
March 2022 - by Lynette Anderson
While divorce carries a heavy emotional burden at any age, the financial stakes for older divorcees can be greater, and 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...
Optimising Superannuation While You’re Young
December 2021 - by Wakefield Partners
Superannuation isn’t just limited to saving for retirement. Through making extra contributions, your super can even help you save for your...
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...
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