Retirement Strategies

What an empowering statement. When planned carefully and strategically, retirement can and should be a liberating time of life.

Most people are in love with the destination, not necessarily the journey. However, to achieve our financial dreams, we need to set priorities that we are willing to sustain in our lives, not just focus on the outcomes…

Despite short-term volatility, growth assets like shares remain superior long-term investments — here’s why.

Both income and capital growth are important aspects of investing, but they can serve different purposes when part of a well thought out strategy, which is prioritised based on your needs, objectives, and circumstances.

Don’t put all your eggs in the one basket. Us planners use the word diversification to explain this concept.

It certainly can’t have escaped your notice that the shares in the top companies of Australia and the world got hit mighty hard last year. The extreme volatility has dominated the news headlines, adding fuel to the post…

Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year.

If you have not fully used your concessional cap in a prior financial year, you may be eligible to use these unused carried forward amounts in a later year.

If your income is under a certain threshold, then making personal after-tax super contributions could enable you to qualify for a Government co‑contribution and take advantage of the low tax rate payable in super on…

Contributing some of your pre-tax salary, wages or a bonus into super could help you to reduce your tax and invest more for your retirement.