From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes. 1. Check your will Without a valid will, an administrator will be appointed to manage your estate,...
The Government has legislated changes to the Age Pension rules from 1 January 2017, which it estimates will see 300,000 Australians lose all or part of their pension entitlements.1 If you are retired or about to retire, some careful planning now may put you in shape...
You’re retired, the house is paid off and the children are self-sufficient, – it may be time to review your life insurance? Policies expire People take out life insurance while they are working to protect their dependants if they die prematurely. Life insurance...
Planning your finances early means you are better placed to enjoy what really matters in your retirement. Read this guide to find out how. Entering retirement is a significant change – but that doesn’t mean it has to be stressful. By starting to plan early and...
Choosing how you age is not just about accommodation for you or your family. There are also a range of financial and emotional issues to plan for. The quality of today’s health care means we are enjoying longer lives, with current life expectancy levels far exceeding...
A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers measuring their success...
Treasurer Scott Morrison has handed down his first Federal Budget - the Coalition Government’s third. The winners are low and middle income earners, unemployed youth and small business, and there are significant changes to superannuation. Note: These changes are...
The Federal Government is introducing legislation to prevent fee erosion of lost super accounts with balances under $6,000 stating that they are committed to "ensuring that Australians have adequate retirement savings." Assistant Treasurer, Mr Josh Frydenberg has said...
1. Never learning to budget. Every dollar earned does not need to be spent. Have a financial plan and rigorously stick to it. Budgeting also means having a regular saving plan in place. Buying a new car and thinking it’s the most important thing in your...
Our senior partner, Trevor Pritchard moved to Australia from the UK in the early 80's and set up as a Life Insurance adviser from the Currumbin area. Finally, he's decided it's time to hang up the boots. Trevor has worked for many years partnering with MLC originally,...
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