Posted in Social Security

Uh-oh, the fun-time 40s are over, and the financial-planning 50s have begun!
It's actually not that bad. Your 50s are the time  which you can use to fine tune your financial plan that will likely mean you don't have to work any longer. Financial independence is so close you can just about smell the coconut palm trees! So that's got to be good has it not?!
In your 50s, it's time to stop thinking "someday I would like to be financially independent...

#everyoneneedsaplan when thinking about retirement.  However, most of us don't start thinking about it until we are almost ready to retire and think that our Superannuation will be enough.  In reality, most people are underprepared for retirement and the comfortable lifestyle they have worked for may not be so comfortable. Planning for Retirement should not just involve financial plans, you also need to plan your lifestyle when you no longer work.  A sound financial ...

I helped a new client finalise their Age Pension Application forms today. The forms and processes Centrelink require you to complete these days is just out of control, so the client wanted to make sure they had everything right, before they submitted the forms for processing. As I was in the process of completing the new client's Financial Plan, I had all of the information necessary, so I was able to assist the client to put the finishing touches on their Application. Of cours...

It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis. If you are considering using me as your Financial Pl...

The Age Pension Payment is set to increase tomorrow, Thursday, 20 September 2012. Following are the highlights: Age Pension Increases | 20 September 2012   Fortnightly Payment Current Amount The New Amount Total Increase Single Base Fortnight 695.30 712.00 16.70 Supplement 60.20 60.60 0.40 Total...