Should you downsize to upsize your retirement?
Whether to downsize or not to downsize is the question facing many home-owning Australians in the lead-up to or in their retirement years. And the answer is… it depends.
A financial planner by profession, a father of two and a process and design nut. Passionate about helping professional services firms improve their client engagement processes through innovative digital strategies and development.
How might divorce affect insurance cover?
More than 45,000 Australian couples divorce each year, and almost half of those divorces involve children under the age of 18.
Quarterly Economic Update: July-September 2022
As geo-political tensions tighten in the Ukraine, economies around the world are reeling from mounting energy prices, soaring costs of living and in a desperate attempt to bring down inflation, and higher interest rates.
Have you heard of ‘Sequencing risk’ and do you know what it is?
Sequencing risk is the risk of experiencing poor investment performance at the wrong time, typically when an investment portfolio balance is at its greatest. Sequencing risk is particularly important during the later part of the accumulation phase in superannuation and is particularly pertinent to Pre and Post Retirees.
Retirement Planning: Strategies for the Next Chapter
Planning for your retirement isn’t something to be put off until the last minute. It takes time, patience, some investing smarts, and usually a bit of assistance from the professionals.