Category: Retirement Planning

Retirement – making it the best part of your life!

By David Baruffi, Financial Advisor Many Australians are choosing to retire by the age of 60, or even earlier, ready to do all the things they could only dream about during their working years. However, with improved health services and medical technology the chance of living to 90 years or beyond could be more realistic […]

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Financial Pearls of Wisdom for Retirement Planning

By Dee Chan, Financial Advisor As we approach retirement some people start to panic a little wondering if they are truly looking forward to the time of their life when they no longer have to work. All of a sudden something they have been pining for is becoming real! Instead of worrying, have a read […]

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Transition to Retirement Strategy – down, but not out

By Dee Chan. Financial Advisor Thanks to changes to superannuation, Transition to Retirement (TTR) pensions have lost a little of their gloss with earnings on the investments that support the pension being taxed at 15%. This applies from 1 July 2017 to both new and existing pensions. However, that’s about the extent of the bad […]

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Downsizing for Retirement

By David Baruffi, Financial Advisor The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it than simply selling one house and buying another. Here are a few things to consider. Tax-free gain Selling a large […]

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Transition to retirement income streams

HOW DO TRANSITION TO RETIREMENT (TTR) INCOME STREAMS WORK? They allow you to withdraw up to 10% of your superannuation savings in the form of a pension without needing to stop work. Even if you’re nearing retirement age you mightn’t be looking to leave the workforce just yet. Maybe you want to save more money, or perhaps […]

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Achieving a comfortable retirement

Doing what you most want in your later years means taking regular, active steps to look after your financial health. Many women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others – actually focusing on caring for themselves. But this step […]

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It’s time in employment not time in the market that matters

By David Baruffi, Financial Advisor When it comes to retirement planning, the length of time you work is far more important than how your investments perform. The math is simple For each extra year you work you have one more year of accumulation of wealth and one less year of draw-down. The longer you work […]

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Five things to do in retirement

Whether you’re in the planning stages or already retired, there’s plenty on offer. Once you retire you might be wondering how you ever had time to work! But, assuming your health is in check, there are some interesting pursuits you might want to consider: Travel to an exotic destination – Join around 700,0001 other Aussie travellers […]

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Financial Planning Week 2016 Kicks Off!

Financial Planning Week 2016 kicked off today with a 24 -page Securing Your Future 2016 lift-out in The West Australian. Securing Your Future covers a variety of topics, including: How much super is enough? Back to school basics of retirement (written by Greg Major, Financial Adviser, Blueprint Wealth) Making sense of the pension Investing: weighing risk […]

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Would you caravan?

Produced by AMP Life Limited and published on 6 January 2016. Original article. If you’re thinking about taking the family on a great Aussie adventure or perhaps considering buying a caravan to see out your golden years, read on to find out what you need to know. Did you know that 85% of Australians have […]

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