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RYDBlog-20180920

Dealing with the unexpected

By: Peter Kelly on 20 September 2018

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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RYDBlog-20180828

Reality…it is easier giving advice as opposed to making decisions!

By: Mark Teale on 28 August 2018

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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RYDBlog-20180828v2

How expensive is retirement?

By: Peter Kelly on 28 August 2018

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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RYDBlog-20180808

Is it time to review your Account Based Pension?

By: Mark Teale on 08 August 2018

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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RYDBlog-20180725

Superannuation death benefits - do you know where yours will go?

By: Peter Kelly on 25 July 2018

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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RYDBlog-20180717

Income - not always what it appears to be

By: Mark Teale on 17 July 2018

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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RYDBlog-20180628

Elder Abuse - hard to believe!

By: Mark Teale on 28 June 2018

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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RYDBlog-20180620

An email to Henry

By: Peter Kelly on 20 June 2018

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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RYDBlog-20180613

My comfortable retirement - part. 2

By: Mark Teale on 13 June 2018

You may recall I wrote a blog a number of weeks ago outlining my ambitious plans for retirement. Part of this plan was an intention to live the life of a nomad for 12 months ...
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RYDBlog-20180607

When modest doesn't cut it

By: Peter Kelly on 07 June 2018

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 much ...
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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.

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