by Hayden Searles | Oct 14, 2025 | Retirement
Is it too late to start planning for retirement if I’m in my 50s or 60s? By Liz Whalley Financial Adviser Based in our Rockhampton office, Liz is dedicated to helping clients achieve their goals through tailored, professional advice. Retirement planning is one of the...
by Hayden Searles | Aug 21, 2025 | Retirement
How to shift into pension mode If our working years are the time we focus on building up our superannuation savings, then our retirement years are when we aim to make use of them. At least, that’s the goal for most Australians. This naturally leads to the question:...
by Hayden Searles | May 9, 2025 | Retirement
5 steps towards a ‘financially fit’ retirement If retirement is just around the corner for you – or perhaps for your children – the current financial climate may leave you feeling a little uneasy. Watching market fluctuations can lead to...
by Hayden Searles | Dec 10, 2024 | Retirement
Gifting for future generations At this time of year, when giving is on our minds, many people may turn their attention to how best to share their wealth or an unexpected windfall with loved ones. You might be considering a lump sum to help with a major purchase or a...
by Hayden Searles | Nov 11, 2024 | Retirement
Reimagining retirement For many Australians approaching retirement, the idea of stopping work completely is becoming less appealing. Instead, the trend is shifting towards making work optional, giving those nearing retirement age the freedom to decide how much (or how...
by Hayden Searles | Sep 9, 2024 | Retirement
How do retirement income options compare? Retirement is filled with opportunities and choices. There’s time to travel more, work on long-delayed personal projects or volunteer to help worthwhile causes. You also have a host of choices to make when it comes to funding...
