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What is the NDIS?

By: Peter Kelly on 14 February 2024

Established back on 1 July 2013, with the full scheme being rolled out to all eligible Australians from 1 July 2020, the National Disability Insurance Scheme (NDIS) is Australia’s ...
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The value of a regular health check-up

By: Peter Kelly on 07 February 2024

Regular health check-ups are an essential part of maintaining optimal health, particularly as we age. They provide a snapshot of your current health status and can identify ...
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Living debt free

By: Peter Kelly on 04 May 2023

Living a debt-free life may seem like an unattainable goal for many, but it is a goal worth striving for. The feeling of financial freedom that comes with being debt-free is ...
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What is...the Commonwealth Seniors Health Card?

By: Peter Kelly on 13 April 2022

The Commonwealth Seniors Health Card (CSHC) is a concession card that is available to eligible Australians that provides cheaper health care and certain other discounts and ...
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Change is in the air

By: Peter Kelly on 30 March 2022

As I sit at my desk here at the end of March 2022, I sense that change is in the air.
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Retirement - 6 months in!

By: Mark Teale on 16 March 2022

On 17 September 2021, I retired from full-time work and started a new phase in my life.
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Retirement just got more expensive

By: Peter Kelly on 02 March 2022

Regular readers of this blog will be familiar with the Retirement Standard released by the Association of Superannuation Funds of Australia (ASFA) each quarter.
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Looking to maximise your super, and get a tax break at the same time?

By: Peter Kelly on 16 February 2022

If you are one of those people that are looking for opportunities to maximise your super, and claim a tax deduction along the way, there are strategies that may help.
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Boost your savings in 2022

By: Peter Kelly on 19 January 2022

With a new year now upon us, our thoughts might have turned to making New Year’s Resolutions – those promises we make to ourselves at the start of each year.
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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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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.