Making your wishes known

    July 13, 2020
    While Australia’s handling of the COVID-19 pandemic was among the best in the world, the speed and spread of the illness underlined just how fragile life can be. It was…

    Pensions to rise as deeming rates fall

    September 9, 2019
    It’s been a long time coming, but up to 630,000 retirees could soon enjoy a small but welcome increase in their Age Pension payments following a cut in deeming rates…
    Financial planning, gold coast, hugh robertson

    3 ways to lift retirement income

    July 2, 2019
    Aussies are living 10 years longer than we did 50 years ago; we are also staying fit and active well into retirement. Expectations of retirement are also higher, whether that…
    Retirement Lifestyle

    Can you afford your dream retirement

    December 6, 2018
    Planning your dream retirement can be an exciting time. The chance to travel overseas or around Australia without having to rush back to work, time to pursue new hobbies, learn…
    aged care financial planngin gold coast financial advisor

    Retirement villages: look beyond the brochure

    October 3, 2017
    They are marketed as being the optimum lifestyle choice for recent retirees, often in ideal locations with all the facilities for a stress-Complimentary lifestyle. But with complex fee structures and…

    Greater choice in home care

    May 3, 2017
    When loved ones become frail and elderly, families may feel that moving them into a retirement home is their only option. But that’s no longer the case. Recent changes to…
    Age Pension Assets Test

    Beware of pension pressure

    February 2, 2017
    Changes to the pension assets test that came into force on January 1 have resulted in some retirees losing some, or all, of their pension entitlements. 

    Taking the guesswork out of gifting

    November 28, 2016
    It’s the season of giving and what better way to show love and support to your family than to gift your children or grandchildren some much needed cash.

    Aged care changes and the family home

    November 9, 2016
     Decisions around aged care are always difficult and emotional. From the start of next year they are likely to get even more complex, with both the Age Pension and aged…

    Chasing yield in a low interest rate world

    October 9, 2016
    Low interest rates and unsettled sharemarkets make the chase for yield a challenging prospect. And yield is important, particularly for those approaching or already in the retirement phase. Because maintaining…

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