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Age pension, Aged care, Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Can I return to work after accessing my Super?

Have you ever wondered if retiring and starting a super pension will stop you from returning to work if you have a change of heart?

Investment markets, Lifestyle, Pre-retirees, Retirees, Uncategorised

Will Retirement Savings Still Matter in 20 Years? Let’s Talk About It.

Every now and then a headline pops up that makes people stop, look twice, and wonder what on earth the future might hold. Elon Musk’s recent claim that retirement savings won’t matter in 20 years definitely falls into that category. It’s bold, it’s dramatic, and it certainly gets people talking. And it’s also very easy for a multi-billionaire to say!

Investment markets, Lifestyle, Pre-retirees, Uncategorised

Will you pay more tax next year?

If you or someone you know is going through a significant workplace change such as a merger or corporate change, call us. The highest profile change locally is the Adelaide Uni merger and there are plenty of others on the go.

Investment markets, Lifestyle, Pre-retirees, Retirees

SA Government Employees – Unique Retirement Advantage

While most Australians are limited to a concessional contributions cap of $30,000 per year (for 2025-26), Super SA's Triple S scheme operates under different rules. Those rules can open the door to significant tax savings and a much faster path to financial independence, if you know how to use them. For those over age 60, the planning opportunity becomes even more powerful when combined with a Transition to Retirement (TTR) strategy.

Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Retirement Living: Choosing the right path for your Lifestyle and Finances

Retirement is a time to enjoy your well-earned freedom and comfort, but choosing where to live can be one of the most financially complex decisions you’ll make. While retirement villages are a well-known option, they’re just one of several choices available to Australians, each with their unique lifestyle and financial implications.

Aged care, Budgeting, Lifestyle, Pre-retirees, Retirees, Uncategorised

How One Tiny Human Changed Everything

I’ve spent years helping people plan for their futures strategizing, forecasting and fine tuning the numbers. But nothing recalibrates your sense of “the future” quite like becoming a dad.

Age pension, Aged care, Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Increase to Deeming Rates

From 20 September this year, deeming rates will increase for the first time since the Covid-era freeze. This change may affect people whose payments and benefits are determined by the income test. The announcement confirms that rates will gradually return to ‘pre-pandemic settings’ with staged increases to take effect in the future. Increases will be realigned from 1 July to the same time that payments are indexed (expected to be 20 March and 20 September).

Investment markets, Lifestyle, Pre-retirees, Retirees, Uncategorised

The Lottery Effect: What Sudden Wealth Teaches Us About Money—and Ourselves

Let’s play a little game. Imagine waking up tomorrow to find you’ve won the Powerball. Not just a few thousand dollars—but millions. Your bank account is suddenly overflowing, and the world feels wide open. You could pay off your mortgage, travel the globe, help your family, maybe even quit your job. It’s exciting, right?

Age pension, Aged care, Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Retirement: A “Risky” Business

For retirees, there is a need to manage a range of risks, both Financial and Non-Financial..

Insurance, Investment markets, Lifestyle, Pre-retirees, Retirees, Uncategorised

Our AI Revolution

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.