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...
Investing in inflation Inflation appears to be firmly on the rise and while that is bad news for consumers it’s not necessarily bad news for investors. In fact, inflation may provide new opportunities. In the September quarter, the consumer price index (CPI) rose 3...
Retirement income on the house Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices booming, many retirees are finding...
