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For retirees, there is a need to manage a range of risks, both Financial and Non-Financial..
In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.
These are common questions we hear from clients about to retire or already retired - regardless of how much wealth they’ve accumulated. With all the mixed messages in the media and the complicated rules around superannuation, retirement incomes and tax, managing wealth in retirement can feel overwhelming. Ensuring you live the retirement you deserve, takes careful planning - you need a budget and some goals!
$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.
A government task force looking into the aged care sector in Australia has recommended that those of us with the financial means should pay for our own living and accommodation costs. This would be a substantial change to what currently happens. Currently, the taxpayer covers most of the expenses for aged care – around 75% of residential care costs and 95% of in-home care costs.
The type of concession card you may be eligible for is based on your age and circumstances. A Pensioner Concession Card (PCC) is issued to pensioners, a Low Income Health Care Card (LIHCC), is issued to someone on lower income, regardless of their age, and a Commonwealth Seniors health Card (CSHC), is available to someone who is above age pension age and doesn’t qualify for any social security payment.

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For retirees, there is a need to manage a range of risks, both Financial and Non-Financial..
Australia’s largest company by market capitalisation on the ASX is CBA and with a P/E ratio of over 30 times, the CEO Matt Comyn has a hard job ahead of him to meet the lofty expectations of the investor masses and keep profitability growing at record levels, particularly when the closest banking competitors have P/E’s that are roughly half.
When couples seek financial advice, a common concern stands out: how do I keep some financial independence without everything being bundled together? It’s a fair question, especially for those who’ve been through previous relationships, have children from earlier partnerships, or have dealt with messy property settlements