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ANZAC Day - a short and important history

By: Mark Teale on 21 April 2021

ANZAC Day, as we are all aware, is a national day of remembrance in both Australia and New Zealand that broadly commemorates all Australians and New Zealanders who served and died ...
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Something helpful from the Government

By: Peter Kelly on 14 April 2021

I often receive enquiries from financial advisers asking where they can access reliable information in relation to their client’s superannuation dealings.
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Honesty is always the best policy?

By: Mark Teale on 07 April 2021

This is an old saying and we hear it a lot.
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older couple looking at finances at table

Stereotyping Retirement (Income)

By: Peter Kelly on 31 March 2021

One of the dangers in life is the tendency to stereotype people, money, and the more esoteric things that make up our lives.
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Age pension entitlement... it can be confusing

By: Mark Teale on 24 March 2021

Am I receiving my correct age pension entitlement?
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How much is my super really worth?

By: Peter Kelly on 17 March 2021

If you are like me, you are vitally interested in what your super is worth. And you may even be tempted to check your account balance on a regular basis, perhaps weekly or even ...
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older people playing games in retirement home

Aged Care Royal Commission - what can we expect?

By: Mark Teale on 10 March 2021

In October 2018, the government established a Royal Commission to examine the state of Aged Care in Australia.
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hand holding jar of money with superannuation sticker

Living in trepidation

By: Peter Kelly on 03 March 2021

Ever since the most recent significant superannuation reforms came into effect on 1 July 2017, there is one thing I have been fearing.
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Property Investing and Age Pension…be careful?

By: Mark Teale on 24 February 2021

Property investing for many Australians is an important component of their saving and retirement planning. It provides tax benefit, an income stream and hopefully over a period of ...
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person putting money into piggy bank

Compulsory super - a bit of a problem child?

By: Peter Kelly on 17 February 2021

For anyone with even a passing interest in what is happening in financial circles, you will be aware of the current debate about whether compulsory employer superannuation ...
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Peter-Kelly

About Us

Peter Kelly

PK believes people have the right to accurate, affordable and unbiased information that addresses all aspects of their preferred retirement lifestyle, thereby giving them the opportunity to make informed decisions that will empower them to live out their lives with dignity, certainty and security.

 

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Copyright © 2021 Realise Your Dream
 
This is a publication of Alliance Wealth Pty Limited (AFSL 449221) and Professional Investment Services Pty Ltd (AFSL 234951), wholly owned subsidiaries of Centrepoint Alliance Ltd.

General Advice Warning
The information contained in this article is of a generally nature and does not take into account your particular objectives, financial situation or needs. You should therefore consider the appropriateness of the advice for your situation before acting on it. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decisions regarding any products or strategies mentioned in this publication.

Disclaimer
While all care has been taken in the preparation of this blog, to the maximum extent permitted by law, no warranty is given in respect of the information provided and accordingly, neither Centrepoint Alliance Limited nor its related bodies corporate, employees or agents shall be liable for any loss suffered arising from reliance on this information.