9 reasons to update your will

9 reasons to update your will

The recent COVID-19 health pandemic has highlighted for many of us how vulnerable our parents are and the importance of making sure their wills and other important estate planning documents are up to date. The importance of regularly reviewing your estate planning...

6 ways to decide out what you will do in retirement

6 ways to decide out what you will do in retirement

You may be about to retire or a significant birthday has reminded you that you are getting older! Your first thoughts are probably money issues, such as how to save enough for retirement, how much do I need and how long will my money last? These are all very important...

10 reasons to update your will for your Why in life

10 reasons to update your will for your Why in life

You might be one of the many that acknowledge the importance of having an up to date will however have not had the time, advice, or motivation to take action. Having an up to date will is an essential component of having an up to date estate plan. An estate plan is...

8 reasons why I need a retirement plan

8 reasons why I need a retirement plan

You may be approaching retirement age however you are one of the many Australians who cannot see the need to obtain financial advice. One of the main reasons there has not been the acceptance of the need for financial advice is that retirement planning has been...

7 reasons to review your retirement planning process

7 reasons to review your retirement planning process

Retirement planning goals are often set without proper consideration of both known and unknown life transitions and in isolation from influences that might impact your retirement plan and based on an assumption that your life will unfold without any hiccups along the...

How much income do I need for retirement?

How much income do I need for retirement?

You may be about to retire or have just retired and whilst you cherish the moment, you suddenly feel anxious about receiving your last pay-cheque and about your ability to earn an income in the future. A question you may be asking is  ‘how much income do I need for...

7 step retirement investment planning process

7 step retirement investment planning process

When you transition to retirement, suddenly you become more aware of advertising by industry and retail superannuation funds proclaiming they achieve the best rate of return for the lowest cost. You may also hear from your friends about how they have set up a...