Retirement: It’s not all about the money Retirement is a significant transition for the majority of people who retire. Most of us will feel conflicted about the end of our working lives and the start of our “second half.” For some, it will be a...
Flexing your retirement plans The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are often transitioning out of the workforce over several...
8 retirement mistakes and how to avoid them By Irene Chau Senior Financial Adviser Irene is a dedicated financial professional who finds purpose in helping clients gain clarity and confidence in their financial future. Retirement is a phase of life many Australians...
Guide to Concession Cards for Seniors The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people, seniors’ concession cards are a good way to help make ends meet. While discounts on...
A Will to give As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking openly about how you want your assets to be...
Easing into retirement As the nation drifts back to work after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that...
