Skip to content
Want to get clear on your financial position? Book your complimentary review.

Retirement Planning

Break free from being asset rich and cash poor

Here are four ways to try boost your income. Are you asset rich but cash poor? You’re not alone. Data from the Australian Bureau of Statistics shows that almost one-third of older Australians in low-income households were asset rich but cash poor.[1] Most of their wealth was tied up in illiquid assets, in particular their…

Read More

Federal Budget

How will the Federal Budget affect you? This year’s Federal Budget is an ‘election budget’ with future tax cuts for all Australians, especially low and middle income earners. Overall, there were minimal changes to super proposed in the Budget, with minor changes to super contributions for older Australians. We’ve summarised some of the key points…

Read More

Take control of your retirement

Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying age increases by six months every two years…

Read More

Saving for retirement: Hacks for parents with dependents

You can build your retirement savings while supporting your dependents. Providing for your dependent children doesn’t have to come at the expense of saving for retirement. There are ways you can build a sufficient nest egg while supporting your children. Saving for retirement Forced saving can be your ally in building your retirement fund. Making…

Read More

Health and wealth go hand-in-hand

Australians trust their doctors with intimate details of their physical and mental health and now wealth experts are urging a similar stance towards financial advisers. Leading Advice managing director Katrina Haskew believes incorporating mental, physical and lifestyle factors is integral to a successful financial strategy. “New clients often think we’re only there to discuss how…

Read More

Safeguarding your retirement plan

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, which may cause your family plenty of problems. To save…

Read More

The Risks Facing Retirees

When it comes to retiring, there are a number of risks that retirees face that are specific to the retirement life stage. Unfortunately the risk that retirees may face in retirement is not just financial. They can be associated with longevity, investments, health and loss of loved ones. The financial risks faced by retirees, discussed…

Read More
Scroll To Top