Displaying items by tag: retirement

One day you’ll be ready to retire (whatever that may look like)

The idea is then you can slow down (or stop) working and spend more time doing the things you enjoy. But what are your options when it comes time to access your super?

How will you be using your superannuation balance?  Lump-sum or regular income stream - or a combination of both?

Until then, many of us are also taking an active interest in our elderly parent's financial position in their retirement.  Many of us are either the paperwork or financial backup, so it pays to have an idea of what they’re working with too.

Published in Blog

Want to know if you'll be financially comfortable in retirement?

Well, first you need to have a standard of what's comfortable and what's, well ... a modest standard of living.

Thankfully, an annual assessment run by the ASFA can help you start your thinking about what you want to achieve in your retirement.

Then we can help you get there.

Published in Blog

So why do we need to be continually upgrading our financial literacy?

Because there's increasing numbers of financial decisions needing to be made throughout our retirement,  we all need to get used to making better financial decisions now.

Published in Blog
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