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Retirement Planning Is A Marathon Not A Sprint

Retirement Planning Is A Marathon Not A Sprint

For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need preparation, flexibility and...

David Nelson

Top answer provided by:David Nelson

Ask an Adviser - Care Allowance and Interim Retirement

My father is in Interim Retirement home on his last legs! He has $35,000 in a Term Investment. If he has less than $46,000 in his savings acct. (which he has) he no...

Half Of Pre-retirees Risk An Uncomfortable Retirement

Half Of Pre-retirees Risk An Uncomfortable Retirement

New research indicates that more than half of pre-retiree Australians (aged over 50) are on track to fall short of the level required to have a comfortable retirement....

Ursula Boorman

Top answer provided by:Ursula Boorman

Ask an Adviser - Aged Care and Asset Splitting

We are about to place my 95 year old mother into a home. Her home is worth over $2m due to location. There are 4 siblings. Can we transfer the house into our names or...

Is Superannuation Biased Against Women?

Is Superannuation Biased Against Women?

A recent report prepared by Per Capita in conjunction with the Australian Services Union (ASU), lead to headlines about how our superannuation system is selling women...

Amanda Cassar

Top answer provided by:Amanda Cassar

Ask an Adviser - Financial Advice And The Elderly

I am currently trying to sort out most of my elderly mother’s financial dealings. She is quite badly affected by dementia. Am I able to engage a financial adviser on her...

Death Taxes: What You Should Know

Death Taxes: What You Should Know

Some would have us believe that there are no ‘death taxes’ in Australia, but there are, & they are hidden, & whilst we continue to remain complacent the ATO will continue...

Colin de la Nougerede

Top answer provided by:Colin de la Nougerede

Ask an Adviser - Is an annuity safe and is it smart ? Does...

Is an annuity safe and is it smart ? Is it suitable as an investment for a 63 year retiree? Does it make more sense to invest inside my SMSF or outside?

Paul Benson

Top answer provided by:Paul Benson

Ask an Adviser - I am 61. What does 'Transition to...

I am 61 and looking to retire in the next 5 years, but I have recently heard the term 'Transition to Retirement' and am wondering what this means and what sort of things...

Simon Pederson

Top answer provided by:Simon Pederson

Ask an Adviser - Retirement planning on the go

My 59 year old (retired) dad started a reverse mortgage 3yrs ago and only told us about it last week. I am extra worried, because he is not able to cover his own...

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