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Sometimes it is more than just the money

This week I was asked about a person in their early 60s who has retired from the work force.
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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.
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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 superannuation ...
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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 maybe ...
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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 ...
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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 have? ...
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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.
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Reflections on last week's blog

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