Retirement Planning Articles

The Higher Everyday Living Fee, or HELF, is a new optional fee that lets aged care residents pay for a more premium experience, from better

Retirement confidence isn’t just about your nest egg, it’s about your plan Do you know how much interest you pay on your mortgage? Chances are

What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,

In Australia, there are both ownership and rental opportunities to choose from when deciding on the best retirement living option for you. Key points: There

For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that

Retirement starts long before your last day at work There are certain moments in life that reshape not just your finances, but the way you

Floating rate bonds tend to receive less attention than shares or fixed rate bonds. Yet in Australia, floating rate bonds are far from niche. They

Retirement can be a time when people may try to take advantage of your trust. Protect your money from people you know Elder financial abuse

Downsizing at a glance Downsizing your home can reduce the size of your mortgage and ongoing running costs in some situations, but buying and selling