Retirement Planning

Selling a Business?

Selling a Business Due to “Retirement, Relationship Breakdown, Death, or Disability?”

There’s a myriad of reasons that you may be selling a business. Many business owners not only fail to draw the full value for there business, but they struggle with the timing when they want to retire. The main reason for this is that […]

Lessons From the Blue Zones: Secrets of a Long Life

The parts of the world where people live longest may hold the key to the fountain of youth. We explore how to live longer and uncover the Blue Zones’ secrets of a long life.

There are five global hotspots where researchers have identified that people live longer, healthier lives than the rest of us. Known […]

Should I Downsize My Home for Retirement?

So maybe you’re nearing retirement and thinking about downsizing your home for retirement. Or perhaps you’ve already retired and are considering downsizing to buy a more manageable property.

Of course, there may be benefits of moving to a smaller place. You might be able to reduce or pay off your home loan, get rid of […]

7 Reasons for Optimism on the Australian Economy

We all love to be optimistic about our economy so here are 7 Reasons for Optimism on the Australian Economy
Key points
– The mostly gloomy debate around the Australian economy often gives the impression we are in a constant state of crisis.

– But economic growth is pretty good, the economy has rebalanced without the (“inevitable”) […]

Age Pensions Face Change – Retirement Planning Newcastle

THE government’s changes to the Age Pension could affect your ability to plan for a comfortable retirement. Recent reports suggest that more than 300,000 Age Pensioners will have at least part of their pension cut, with just under 100,000 of these people losing all Age Pension entitlements, taking effect from January 2017.

THE AGE PENSION […]

Sub-Par Global Growth, Aging Population and Investments

 
Oliver’s Insights
>>The search for assets providing decent investment yield is continuing. The aging population is playing a role but the main drivers are low interest rates and bond yields.>> With global growth remaining uneven and inflation falling again, global and Australian monetary tightening remains distant so a sharp back up in bond yields threatening […]

Superannuation and Achieving a Comfortable Retirement – Newcastle

Many Newcastle women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others – actually focusing on caring for themselves. But this step often means being free from financial worries or concerns and for a large proportion of women, the prospect […]

Paying Your Bills in Retirement – Retirement Planning Newcastle

 Retirement Planning – Newcastle Investments
Retirees and those nearing retirement have learned the hard way the importance of holding a portion of their nest egg in low-risk fixed income investments. During the financial crisis cash and bonds not only outperformed shares and property, they helped investors protect their capital and pay the bills.1

Now that interest […]

Retirement Planning and Working Later in Life

Retirement Planning
Tips for taking a freestyle approach to work and retirement

The relationship between work and retirement is changing. Nowadays we expect a lot more from our later years than previous generations—we’re no longer satisfied with treading water and we want to go freestyle.

But with the pension qualification age increasing, people living longer and […]

Making a Smooth Transition to Retirement

 With a Transition to Retirement Planning strategy, you can continue working and access your super
Retirement used to represent a sharp break with the past – one day you were working full time, the next you were sitting at home with the rest of your life ahead of you. These days, the transition doesn’t have […]