Avoiding Financial Abuse

Unfortunately financial abuse of older people isn’t an uncommon event. We’ve all heard horror stories of parents or grandparents who have lost their home because they used it to guarantee a loan for a son or daughter or borrowed against it to loan a family […]

What Is Real Wealth?

We tend to view wealth in terms of how much money someone has. Lots of money equals wealthy. Very little money equals poor. These definitions only work if we just view wealth in terms of money and physical assets. I would suggest that “wealth” covers […]

The 5 Big Challenges

Did you realise that the transition from full time work to some form of retirement is one of the major life changes that we have to handle.  It’s right up there with getting married and having your first child.  Yet most of us don’t do […]

The 5 Big Challenges

Did you realise that the transition from full time work to some form of retirement is one of the major life changes that we have to handle. It’s right up there with getting married and having your first child. Yet most of us don’t do […]

What’s Important After You Leave Work?

We’ve been saying for years that a successful retirement is about more than good money management. We asked all of the people who receive our regular newsletters to rate what they think are the most important issues and here’s what they told us in a […]

Rewards For Seniors To Stay At Work

Joe Hockey in Adelaide. ‘It is hugely important … giving people the chance to work longer’. Picture: Roy VanDerVegt Source: News Corp Australia The Weekend Australian of May 2-3 reported on the Federal Government’s plans to boost the workforce participation rate of older workers while […]

The Invisible Threat

There is a serious threat to both our retirement funds and lifestyle that virtually no one is talking about. It doesn’t rate a mention from politicians or most of the mainline media and the general public appears blissfully unaware. I have been writing about retirement […]

7 Ways To Ruin Your Chances To Retire Happy

The turmoil in the financial world over the last few years has impacted on retirement nest eggs and delayed the retirement plans of many people. However if you really want to ensure that you retire in your late 80s, follow these steps. Unfortunately a lot […]

Seminar Invitations

A clear indication that more and more financial planners are realizing the importance of lifestyle issues in retirement planning, is the fact that we are being asked to participate in seminars run by various financial planners. Over the last couple of months we have spoken […]