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Grandchildren – yes, I am that old!

I have become a grandfather for the third time in the last week. My beautiful daughter gave birth to a very healthy 3kg boy, Edward Kyle. Very English I know - her wonderful ...
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Happy New Year 2019

I have been back at work for just over a week and I’ve enjoyed my Christmas New Year break immensely. In fact, probably a little too much as it did take all week to adjust my ...
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Older Australians and their housing dilemma

As we approach another Christmas, perhaps it is time to reflect on those members of our community that are doing it tough. Sadly, the number of older Australians affected by ...
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Christmas - again so soon!

We all know that from a physics and time perspective, there is always a period of 12 months between Christmas celebrations - unless you also like to celebrate Christmas in July ...
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Change for good or change for the sake of change?

With the rather significant swing against the Coalition at last weekends’ by-election in the Sydney seat of Wentworth, we turn our attention to next year’s Federal Election, ...
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Dealing with the unexpected

Life has a habit of throwing us a curve ball every now and then – something unexpected appears out of the blue and we have to deal with it. Mark recently wrote about his ...
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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 ...
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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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When modest doesn't cut it

Regular readers of our blog will be familiar with the work that the Association of Superannuation Funds of Australia (ASFA) does in producing quarterly estimates of just how ...
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I wish my husband never retired

This is a true story. Only the personal details have been redacted for privacy reasons. Jack and Diane have been married for forty-three years. Jack is seventy-one and Diane ...
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