Why Consolidating Your Assets Could Be the Smartest Retirement Move You Make
If you’re approaching retirement and your finances feel scattered across multiple super funds, direct shares, investment properties, insurance bonds, and various cash accounts, you’re not alone.
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Case Study: How Strategic Super Advice Gave One Couple Confidence to Retire on Their Terms
In late 2024, Ben and Sally found themselves at a crossroads. Ben, 59, had just been made redundant after a long and successful career as a senior operations manager earning $350,000 per year including bonuses. Sally, 60, had already stepped away from the workforce...
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Smart Income Planning in Retirement: A Guide for Successful Professionals and Business Owners
Retirement is a milestone, a chance to step back from years of hard work and enjoy the fruits of your success. For those who've built significant wealth over their careers, this stage of life presents unique opportunities—and challenges.
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Starting 2025 Strong: Safeguarding Wealth and Building a Legacy for High-Income Professionals
As the new year begins, many high-income professionals and families reflect on their financial futures. With evolving family dynamics, career transitions, and increasing responsibilities, now is the perfect time to plan for a secure financial legacy.
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Are you in the retirement risk zone? Understanding sequencing risk
All those market fluctuations you learned to live with throughout your working life become much more consequential as you approach retirement.
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Will you need to sell your home to fund aged care?
As you or your parents grow older, it’s easy to find yourself worrying about the cost of aged care. But is it so expensive that you’ll be forced to sell your home?
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