Caught in the middle: a sandwich generation that keeps on giving?
If you’re supporting generations, it could be time to check on your own financial circumstances and wellbeing. Tight knit families that care for and support each other can provide an abundance of happiness and fulfilment. And living close by, or under the same roof as loved ones, certainly has its benefits. But if you’re caring […]
5 things to check on with insurance through super
For many people, reviewing an insurance policy is right up there with tax returns but when was the last time you checked yours? For many people, reviewing an insurance policy is right up there with tax returns or visits to the dentist. It’s not the most palatable task, but it’s an important one that needs […]
The eligibility age for the downsizer contribution has changed. Do you qualify?
The eligibility age for the downsizer contribution has changed. Do you qualify? If you’re thinking about selling your family home and downsizing, new rules mean you may be able to use some of the proceeds to boost your super balance. If you’re thinking about selling your family home and downsizing or moving elsewhere, you may […]
How can I start a difficult conversation about money?
How can I start a difficult conversation about money? Talking about money with a loved one can be hard at the best of times. Whatever difficult conversation you might be facing, here are five tips to help stop emotions running high. Talking about money with a loved one can be hard at the best of […]
The cost of retirement is going up, what to do about it?
The cost of retirement is going up, what to do about it? If you’re in the lead up to retirement, you may be wondering what you can do to help keep your retirement plans on track. There’s no doubt that with hefty price increases in everyday expenses such as food, fuel and health care, your […]
6 steps to reviewing your super statement
6 steps to reviewing your super statement Here are our top tips on what to review when your statement arrives. Once a year you receive your annual statement. While it might be tempting to just file it away, paying close attention to the contents of your super statement can be an important exercise. Here are […]
Choosing the right aged care for elderly parents can be very difficult
Choosing the right aged care for elderly parents can be a very difficult decision Deciding on the type of aged care is often one of the most difficult decisions to make. We look at the main differences between in-home care, residential care, and retirement living. The reality of old age isn’t something that many of us […]
Grappling with when to retire? Ask yourself these key questions
Grappling with when to retire? Ask yourself these key questions If you want to ‘set the date’ for your retirement. Here are things you should be weighing up. Retirement is a major life change, and ultimately, when and how you choose to retire is a very personal decision. For some, retirement is a long-awaited dream […]
Are you and your partner feeling money pressure? We have 4 tips to help
Are you and your partner feeling money pressure? We have 4 tips to help If you and your partner are feeling the pressure on the money front, here are some tips to help keep financial harmony with your nearest and dearest. It’s no secret that money is one of the most common causes of stress […]
Do your kids need the Bank of Mum and Dad? Here’s 3 ways to protect yourself.
Do your kids need the Bank of Mum and Dad? Here’s 3 ways to protect yourself. Whether you’re contemplating a financial gift or loan, purchasing a property together, or going guarantor on a home loan, there are risks to be aware of. Deciding whether to help your children out financially can be a conundrum for […]