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Navigating the Transition to Retirement

27 Jun 2025 | Latest news

As you approach retirement, balancing work and financial security becomes paramount. The Transition to Retirement (TTR) strategy offers a flexible approach to ease into retirement while maintaining your lifestyle and boosting your superannuation savings. Understanding the Transition to Retirement (TTR) Strategy The TTR strategy allows individuals who have reached their preservation age (age 60) to […]
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Setting Fitness Goals in Retirement

20 Jun 2025 | Latest news

As your career goals begin to recede during the transition to retirement, you may find yourself setting new goals that will help you live your best life longer. Improving your fitness can help you reach those goals while also filling up some of that new blank space in your weekly calendar. Whether you’re getting serious […]
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Make the Most of EOFY 2025 – Smart Strategies to Boost Your Financial Future

20 Jun 2025 | Latest news

With the End of Financial Year (EOFY) 2025 fast approaching, now is the perfect time to review your financial position, make the most of available opportunities, and set yourself up for a  stronger financial future. To help you do just that, we’ve put together a checklist of important considerations—covering super contributions, tax strategies, budgeting tips, […]
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Cost of a comfortable retirement

06 Mar 2025 | Latest news

Cost of a Comfortable Retirement – Updated September 2024 3.6% increase in income needed for a comfortable retirement due to rising living costs. Annual Income Needed (Aged 65–84): Couples Comfortable: $73,031 Modest: $47,475 Singles Comfortable: $51,814 Modest: $32,930 What a ‘Comfortable’ Retirement Includes: Owning your home Fresh food and toiletries Daily housing essentials Exercise and […]
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Oliver’s Insights: Trump 2.0 – Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

20 Nov 2024 | Latest news

Key points: The economic and financial environment today is more challenging than when Trump first took over in 2017. He faces constraints from: rising bond yields; not wanting a sharp fall in shares; a razor thin House majority; and a political mandate to get the “cost of living” down. The result should be a better outlook for shares than many fear, albeit it will likely still be rough along the way.
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Don’t Let Fears Get in the Way of Your Goals

12 Nov 2024 | Latest news

Money makes just about everyone nervous. And as we're approaching major life transitions, it can be hard to keep our money worries in check. But when you're working with an adviser and following a Life-Centred Financial Plan, many of your financial fears are no more real than the fear itself.
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Preparing Your Adult Children for Inherited Wealth

15 Aug 2024 | Latest news

Talking to your adult children about inheriting your wealth might be awkward at first. But if you work through our six-part framework, you'll all feel better about your wishes, your kids' responsibilities, and your family's Return on Life.
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Being a Good Steward of Your Time in Retirement

18 Mar 2024 | Latest news

Being a good steward of your time is a skill that will only become more important as you progress in retirement. We explore some ideas to help you manage your days with a sense of purpose and contentment that will improve your “Return on Life”.
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What Story Do You Want Others to Tell About Your Life?

06 Jun 2022 | Latest news

As you think about the story of your life, ask yourself these three questions to reflect on what's happened so far and to write an inspiring rough draft of the chapters ahead.
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Why does insurance matter?

30 May 2022 | Latest news

The unexpected events of the past few years, have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and […]
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What Does My Ideal Week in Retirement Look Like?

16 Mar 2022 | Latest news

It can be difficult to picture yourself without a 9-to-5 job, even if part of that picture involves a beach-house or daily tee times. Where some retirees see carefree days and endless possibilities, you might be staring at a blank calendar worried that you’re going to go crazy without meetings, deadlines, and tasks that fill […]
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The escalation in Ukraine tensions – implications for investors

23 Feb 2022 | Latest news

By Dr Shane Oliver (Head of Investment Strategy and Economics and Chief Economist, AMP). Article used with permission. Key points: Ukraine tensions have escalated with Russia ordering troops into Ukraine regions already occupied by Russian separatists. Share markets are at high risk of more downside on fear of further escalation and uncertainty about sanctions/gas supply […]
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Super opportunities you don’t want to miss

16 Feb 2022 | Latest news

The Bill implementing the majority of the super changes proposed in the 2021-22 Federal Budget has passed both houses of Parliament and awaits royal assent. The Bill contains the following measures from 1 July 2022: changes to work test conditions extension of non-concessional bring-forward rule for people aged 67 to 74 reduced eligibility age for […]
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Could a Sabbatical Increase Your ROL (Return On Life)?

14 Feb 2022 | Latest news

The personal and professional displacement we all experienced during the pandemic has inspired many people to reassess what work means to them. Rather than let these questions linger, it could be productive to approach them with a more formal plan of action, introspection, and recalibration. If your employer offers sabbatical benefits, now might be the […]
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What’s Your Debt Story and How Do You Feel About It?

16 Apr 2021 | Latest news

In a recent study, half of Americans said their expenses are equal to or greater than their income (1). The statistics for Australians are likely to be quite similar. Revolving credit, particularly credit cards, is an increasingly significant part of the equation. The phrase “credit card debt” usually triggers red flags when we’re talking about […]
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Are You Living Your Life On Purpose?

18 Nov 2020 | Latest news

Why, day in and day out, do you do the things that you do? Because you have to? Because you want to? Because you’ve had the same routine for years and you’re used to it?
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What is Your “Philosophy” on Insurance? Here’s What You Should Consider

18 Nov 2020 | Latest news

Most people consider insurance an important part of their financial plan. But do you also have an insurance philosophy that you use to determine exactly how much coverage you need?
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3 Ways to Know When You Are Ready to Retire

18 Nov 2020 | Latest news

There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that.
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