If you’re nearing retirement age but don’t want to stop work entirely, another option might be to transition into retirement. For those over 60, Transition to Retirement (TTR) pensions are... read more →
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning, but underpinning the whole process... read more →
The 40s are, for many people, a critical decade for building wealth. Income is usually on the rise, but so are expenses such as mortgages and school fees. Juggling priorities... read more →
A growing number of Australians are encountering the challenges of assisting elderly relatives with the move into aged care. One of them is David. Recently, he had to help his... read more →
Whether it’s due to over-enthusiastic lenders or desperate borrowers, failure to adhere to robust lending standards can land some borrowers in serious financial distress. In many cases the difficulties experienced... read more →
Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school... read more →
We all, to a greater or lesser extent, have an idea of our dream lifestyle. So how, as a nation, are we faring? To find out, the Financial Planning Association... read more →
Margaret was 21 when she married Graham. She was working as a sales assistant in a large department store when they decided to start a family. As her pregnancy advanced... read more →
An important part of the wedding vows is “for richer or poorer” and we’d all prefer the former! But after the euphoria of the wedding day passes, many couples leave... read more →