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Retirement planning vs living now – what’s the right balance?

Retirement planning vs living now – what’s the right balance?

Everyone knows you need to plan for retirement. Just “hoping” for a comfortable retirement can be very risky. In the meantime, there are bills to pay, food to be eaten, and fun to be had. So what’s the balance? Not getting the balance right could mean working a lot longer than you expected, or not […]

Business Goal Setting Made Simple

Business Goal Setting Made Simple

Business Goal Setting Made Simple: A Guide for Australian Business Owners It’s crucial for business owners and entrepreneurs to look ahead and set their business goals for the coming 12 months. As we like to remind our clients, “Most people in life aim for nothing and hit it with amazing accuracy.” This profound quote underscores […]

Comprehensive Will and Estate Planning for Pre-Retirees in Australia: 10 Essential Steps

Comprehensive Will and Estate Planning for Pre-Retirees in Australia: 10 Essential Steps

Estate Planning Essentials: 10-point checklist for soon-to-be retirees in Australia Estate planning is a crucial part of preparing for retirement, ensuring your assets are managed and distributed according to your wishes. For pre-retirees in Australia, understanding the essential components of estate planning can provide peace of mind and security for your future. This guide outlines […]

Downsizing for retirement: Is downsizing the family home a smart move or a bad idea?

Downsizing for retirement: Is downsizing the family home a smart move or a bad idea?

When it comes to retirement planning, downsizing the family home is often considered a strategic move. It promises to release capital and potentially provide more income for retirees. However, like any financial decision, there are both pros and cons to consider. In this article, we’ll explore the benefits and drawbacks of downsizing as part of […]

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