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Setting financial goals for 2024

By: Peter Kelly on 25 January 2024

The new year is a great time to reflect on your financial situation and plan for the future. Whether you want to save more, pay off debt, invest wisely, or simply live within your ...
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Should It Be This Difficult?

By: Peter Kelly on 08 December 2023

Over recent weeks, I have been attempting to help some family members apply for the age pension. One family member is 91, and the other will turn 90 shortly.
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Navigating the Housing Maze

By: Peter Kelly on 22 November 2023

Australia's housing market has long been a topic of discussion, with affordability and accessibility presenting challenges for many individuals and families, particularly for ...
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Cost of Living Pressure

By: Peter Kelly on 08 November 2023

Ever since inflation started its upward spiral in 2021, many, if not all Australians, have felt its impact to some degree or another.
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super, superannuation, retirement, retire, aged care, government spending, savings

What is the purpose of superannuation?

By: Peter Kelly on 08 September 2023

The Australian retirement income system consists of three pillars: The government funded means-tested age pension, Compulsory superannuation, and Private savings, including ...
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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...Jobseeker Payment?

By: Peter Kelly on 17 August 2022

Over recent weeks I have received a number of enquiries from advisers with clients wanting to “retire early” in order to spend time with their older partner who is already ...
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Do I really need $1million in super to be able to retire?

By: Peter Kelly on 03 August 2022

Over the years there have been a number of articles published extolling the virtues of having a million dollars or more, in super to be able to retire comfortably.
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Something positive from the pandemic

By: Peter Kelly on 20 July 2022

With COVID-19 having reaped havoc on the lives of 25 million everyday Australians it might seem strange to be making comments about positives.
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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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Peter-Mark

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.

 

Mark Teale

Tealey’s ambition is to change how people think about their retirement, he wants people to dream, plan and realise retirement is not defined by a magical age prescribed by the legislation.

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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.