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A Visit to Vietnam

Xin Chao Last week I had the privilege of attending the Centrepoint Alliance Annual Partner’s Summit. This year’s event was held in Hanoi, Vietnam.
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Reality…it is easier giving advice as opposed to making decisions!

Two weeks ago, my mum pushed the alarm button on the medical necklace which she constantly wears around her neck. The organisation at the other end of this alarm followed the ...
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How expensive is retirement?

Regular readers will know that we often refer to the costs of living in retirement published by the Association of Superannuation Funds of Australia and known as the ASFA ...
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Is it time to review your Account Based Pension?

On the 1st of January 2015, the age pension assessment of account-based pensions changed. Assessment of account-based pensions was brought in line with other “financial ...
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Compound Interest - the most powerful force in the universe!

When saving for a long-term goal, such as retirement, is it better to save small amounts for a long time, perhaps saving when we can ill-afford to, or waiting until later in life ...
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Superannuation death benefits - do you know where yours will go?

Unfortunately, this blog is not a happy one. But it covers a very important subject. Over recent weeks I have had what seems an abnormal number of questions from advisers ...
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Income - not always what it appears to be

A person’s age pension entitlement is based on several factors. Their age this is the obvious factor. Are they single or a member of a couple? Do they own their home or are they ...
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A few interesting resources

I thought I would start the new financial year by looking at something a little different. Today access to information is at an unprecedented level. Never before in the history of ...
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Elder Abuse - hard to believe!

World Elder Abuse Awareness Day was June the 15th. It has been held every year since the International Network for the Prevention of Elder Abuse established the commemoration in ...
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An email to Henry

Last week I had a call from a colleague and friend, let’s call him Henry (not his real name). Henry is a financial planner working in suburban Sydney. For the past couple of ...
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