partners for life
Posts Tagged ‘retirement’
Commonwealth Seniors Health Card – Eligibility Update
October 19th, 2022If you or someone you know is approaching, or has reached, retirement age, you may have come across the Commonwealth Seniors Health Card (CSHC). This card gives holders access to benefits that may reduce the burden of medical bills as they grow old, but those with retirement income over a pre-defined threshold are not eligible.read more
Combatting Rising Retirement Costs
September 23rd, 2022Throughout 2022, much has been made of the impact of growing inflation, rising interest rates, and cost of living pressures on businesses and families – but perhaps less attention has been given to retirement costs. Single retirees in particular have felt the strain, but no matter the living situation, the average Aussie retiree is nowread more
UK State Pensions: Mitigating the Impact of Inflation and Market Volatility
August 11th, 2022Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread more
Responsible Investing – Understanding Your Options
July 22nd, 2022A lot of what we do in life is better done in a responsible way – driving, raising kids, the whole lot. Investing can be the same, but it is critical that investors understand their options on how they can have their money invested in portfolios that prioritise shares deemed “responsible” from an environmental, socialread more
Scams and Fraudulent Investment – Protecting Your Wealth
June 1st, 2022In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
Preparing for Retirement – Financially and Beyond
March 25th, 2022As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more
Bonds – Diversifying your Investment Portfolio
January 28th, 2022Diversity – no matter the size and scale of a portfolio or an investor’s level of experience, diversity in an investment portfolio is often the key to managing risk and long-term success in creating wealth. In the face of a global pandemic, share markets present volatility and uncertainty, not something investors typically look for. Forread more
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