Realise-Your-Dream-Logo

Yet another review!

Back before the world was turned upside down by COVID-19, the Government announced they were implementing a review of Australia’s retirement income system.
Read More

Maximising retirement savings

It is generally accepted that, for most people, superannuation is the “go-to” preferred structure for retirement savings. It is convenient, tax-advantaged and most ...
Read More

Redundancy and Retirement

Within a couple of months of your planned retirement date, the company who employs you decides to make you redundant and hand you a redundancy payout. The extra $40,000 to ...
Read More

The bane of my life

Anyone who knows me will know that I absolutely detest telemarketers – those people who phone me the very moment I sit down in front of my TV at the end of a long day at the ...
Read More

Unexpected expenses - be prepared

In preparing for my retirement, I have been very conscious of the need to understand exactly what my ongoing living expenses will be. What are the absolute necessary costs I ...
Read More

Getting things in order

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order.
Read More

Reflections on last week's blog

I have just been reading though the article Mark published last week. 
Read More

Retirement – do not look back with anger!

Nearly every Saturday at 11.30am, Donna (my partner), Scout (my dog) and I visit my mum in the aged care facility where she now resides.
Read More

Minimum pension payments

If you have an account-based pension, or an allocated pension as they were called before 1 July 2007, you will be familiar with the need to draw a prescribed minimum level of ...
Read More

The Simple Things

On Sunday morning I went to my local café and had breakfast. I am a little old fashioned when it comes to my breakfast – scrambled eggs, a slice of sourdough and bacon, which I ...
Read More