Retiring in their 30s or 40s?
The stories about people who have embraced the FIRE — it stands for Financial Independence Retire Early — movement are fascinating.
Categories for Financial Planning News
Ranking of the world’s best: Taking it personally
You may have read about the latest ranking of Australia as one of the best countries for retirees in terms of lifestyle and retirement-income systems.
The value of advice – Behavioural Coaching
Behavioural coaching is a major component in how a financial planner adds value to your portfolio.
Our Advent calendar for 2018
On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.
Compliance, tax advice in strongest demand from SMSFs
While investment advice is the most valued by SMSF clients, compliance and tax are still the areas that SMSF trustees required the most assistance with, according to recent research.
Franking credit policy to dent retirement savings by 15 per cent
Data analysis based on a 20-year time frame indicates that Labor’s franking credit proposal could reduce retirement savings by 15 per cent for SMSFs with an average balance.
Information needed to be the BBQ expert.
Comprehensive statistics on how Australia is performing.
Hungry for income? Choose carefully.
When you are working or looking for a job, it’s only natural to think about the size of your paycheck. After all, you need to pay your bills, and it always helps to have a little extra.
Retiree self-protection: A volatility-and-downturn ‘bucket’
The latest fall in share prices close to the 10-year anniversary of the global financial crisis (GFC) is likely to prompt more retirees and near-retirees to think about creating a volatility-and-downturn cash bucket.
Superannuation gender gap narrowing, research shows
Over the past decade, there has been improvement in the number of women holding superannuation accounts and the size of their superannuation balances compared with that of men, according to a research house.
