Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved…
Embracing change to ease a transition into aged care
Change is often met with resistance, especially when it feels out of our control. For many people, the idea of growing older and transitioning into residential aged care is daunting…
The Age Pension and your retirement plans
Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation balances, the Age Pension is the main source of income…
Will I Pay More for Aged Care?
Changes to aged care fees are coming, and they will impact both home care and residential care. After a long wait and lots of speculation, the government has released details…
How do retirement income options compare?
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes. You also have a host…
Insuring against loss of income
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available. With income…
Worried about aging parents?
Life can be busy and complex for the ‘sandwich generation’ who find themselves stuck between caring for grandchildren and aging parents. Most people are unprepared for aged care because, let’s…
When passion is the purpose of investing
Investing is often considered best undertaken with a cool head and heart. But for some investors, passion is the whole purpose of the investment. Passion investing is what it sounds…
When adulting pays off
Let’s face it, while we want to be living our best lives, it is only too easy to get bogged down by the daily grind. If you are one of…
Upsizing, downsizing and rightsizing: Finding the best fit
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right fit for you. In property terms, this means a property…