Case study: How a UK Pension and superannuation strategy helped this couple retire sooner
With proper planning and smart use of available strategies, early retirement can be much more achievable than it initially appears.
Retirement
How much do you need to retire comfortably? The latest from ASFA
Each quarter, ASFA updates a guide that outlines how much singles and couples need to spend in retirement to enjoy either a modest or comfortable lifestyle.
How much do you need to retire comfortably? The latest from ASFA Read More »
5 key things to know about 2025 Aged Care rule changes
New aged care rules will take effect from 1 July 2025 that may add complexity in understanding aged care fees and making informed financial decisions.
5 key things to know about 2025 Aged Care rule changes Read More »
Opportunity before 5th April 2025 – UK State Pension voluntary contributions
Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.
Opportunity before 5th April 2025 – UK State Pension voluntary contributions Read More »
Case Study: Sale of investment property and superannuation
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
Case Study: Sale of investment property and superannuation Read More »
5 major mental shifts of retirement and how to prepare for them
Awareness of and preparation in advance for these 5 major mental shifts can make a big difference in retirement.
5 major mental shifts of retirement and how to prepare for them Read More »
What’s your true net worth?
If you make life better for someone else, then you’re worth something. That’s true in business, and it’s true in life.
What’s your true net worth? Read More »
Beyond work: How will you spend your days when you retire?
When individuals are unhappy in their work lives, they focus more on what they are ‘retiring from’ rather than what they are ‘retiring to’.
Beyond work: How will you spend your days when you retire? Read More »
GESB West State – a very SUPER account
GESB West State is an untaxed super scheme that was available to WA public sector employees prior to April 2007. It runs on a different set of rules compared to your average superannuation account.
GESB West State – a very SUPER account Read More »
Age, assets or income: When should you start working with a financial advisor?
While there are no hard and fast rules, there are some rules of thumb that apply, $150,000 in household income being one.
Age, assets or income: When should you start working with a financial advisor? Read More »
Case study: Life after farming
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
Case study: Life after farming Read More »
Case study: Confidently spending money in retirement
Grace now knows how much money she has to spend, and is more confident about spending it on home improvements to make her life more comfortable.
Case study: Confidently spending money in retirement Read More »
Case study: Navigating insurance claim options with confidence
This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.
Case study: Navigating insurance claim options with confidence Read More »
Case study: Retirement planning
Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.
Case study: Retirement planning Read More »
Case study: You don’t know what you don’t know
Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.
Case study: You don’t know what you don’t know Read More »