Traps to avoid in retirement – Investing too conservatively
This article describes how investing too conservatively can see your money running out way too soon. It also mentions the effects of interest rates on your savings.
Where’s your ‘In Case of Emergency’ file?
This article covers the importance of having an ‘In Case of Emergency’ file for estate planning purposes. By using a case study, we explain why you should have an ICE file, what important documents the file should contain, and why it is important that the right people know of the file’s existence and location.
Traps to avoid in retirement – Leaving it too late to achieve your goals
This article highlights the importance of planning, so you can achieve your goals and not have to put your dreams on hold.
Closing the gender superannuation gap
For many women approaching retirement, the gender pay gap has resulted in an uncertain retirement future. This article takes the reader through a case study demonstrating how a financial adviser can assist and boost superannuation before retirement, ensuring the gender pay gap is minimised.
Tips for a more sustainable Christmas
While the holiday season brings joy and happiness, it also brings enormous physical and financial waste. This jolly article provides six tips for a sustainable Christmas to help both the environment and your hip pocket.
