Articles Library
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Preparing for Changes in Aged Care Services and Costs
The landscape of aged care services in Australia is changing with the introduction of the new Aged Care Act. With
Residential Aged Care Not for everyone
Clients and their families often tell us that residential aged care is not for them, but it has become inevitable.
Retirements Third Phase
Planning for the Future Your retirement is a journey that evolves over time, typically divided into three distinct stages: the
Retirement contentment
We describe retirement contentment as being comfortable with your lot in this phase of your life. Being satisfied of course,
Wealth Management mistakes callout
This wealth management mistakes callout deals with aspects aspect of investing. We acknowledge that there are other wealth management issues
Super mistake in disinterest
The disappointing outcome of the Super mistake in disinterest in this asset is avoidable. We urge attention to your Super
Estate Planning completeness
– A Letter of Wishes Estate Planning completeness goes well beyond having a valid Will. Although that document is central
A better Aged Care outcome
A better Aged Care outcome. This analogy reworks an old adage (that ‘Proper preparation prevents poor performance’) we consider some important
Investing in market themes
Investing in market themes can be rewarding, is not new, and can be difficult to ‘get into’ at times. But
Debunking more Aged Care myths
This article concludes our series debunking some of the urban myths about Aged Care decisions made by or for those
Super in your 60s
This is the final instalment of our ‘decades’ approach to accumulating superannuation funding to supplement or sustain your retirement lifestyle.
Personal Super Contributions
In this article we focus on personal superannuation contributions that you want to be tax deductible. Superannuation is a favoured