Financial advisers, talk a lot about risk, so what is sequencing risk? Let’s begin with an example… Wayne and Chris each contribute $20,000 per year to their superannuation funds for 10 years. They both earn an average return of 5% per annum, after tax and fees, and from Years Two to Nine they earn identical…Read more
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4. Transition to Retirement Strategies 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 tax-free and TTR strategies can provide a number of benefits. Let’s look at some options available to 62-year-old accountant, Brian.…Read more
3. Super in your 50s... It's time to push the pedal down! If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left home, and the mortgage could be a thing of the past. Bliss. But galloping towards you is… retirement!. How Are You Tracking?…Read more
2. Put Strategies In Place to Give You Your Desired Result. The second part to retiring in style is developing strategies to deliver on your desired goals. This can involve all the different areas of financial planning to make sure you have everything covered and there are no gaps. It’s YOUR LIFE! If you put…Read more
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