News & Views
15 July 2024
As we transition from the working world into retirement, our financial perspectives undergo significant shifts. While we’re working, we have the reassurance of regular pay. This allows us to plan, save for one-off costs, and even extend our retirement timeline if something goes wrong. However, once we retire, the flow of a salary stops and we often face anxiety over the pool of money for retirement not being enough. Understanding the cognitive biases that affect us during these stages can help manage these transitions more effectively.
27 June 2024
$1,000,000,000 ($1 trillion) will be passed on to the next generation of Australians by 2025, this number is projected to balloon to $3.5 trillion by 2025. It is a life altering event and one of life’s major financial crossroads, bringing new challenges and complexity as your lifestyle and wealth management goals change.