Money & Life by FPA

A financial planner’s guide to preparing for retirement

A financial planner’s guide to preparing for retirement Planning for retirement can start at any time, the earlier the better, but often it gets left until people are in their fifties and actually approaching retirement age. We asked James McFall of Yield Financial Planning for some tips on making the most of your final years as a wage earner. What does pre-retirement look like? Pre-retirement is widely recognised as being around 50 to 65 years of age, …

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How will a financial plan help me reach my goals? (Video)

How will a financial plan help me reach my goals? (Video) Louise Lakomy CFP® Louise has a wide range of experience and depth of knowledge in all facets of financial planning providing advice over 15 years specialising in retirement strategies. As part of the Financial Planning Association’s Ask A Planner video series, Louise Lakomy CFP® answers the commonly asked question, “How can a financial planner help me achieve my goals?” If you have a question …

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How can I prepare for my dream retirement? (Video)

How can I prepare for my dream retirement? (Video) Andrew Donachie CFP® Andrew Donachie is the National Financial Planning Manager at First State Super. Andrew has 12 years’ experience as a financial planner and is CFP® qualified. As part of the Financial Planning Association’s Ask a Planner video series, Andrew Donachie CFP® answers the commonly asked question, “I’m looking to retire in the next 10 years. What can I do now to prepare for …

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Turning redundancy into retirement

Turning redundancy into retirement When voluntary redundancy is on the table, taking a severance package and early retirement can be very appealing. But is it the right decision for you? We talked to CERTIFIED FINANCIAL PLANNER® professional Anne Graham, principal financial planner at Sigma Wealth, about what you need to consider when looking at voluntary redundancy as an early retirement strategy. What should you think about when you’re offered redundancy, regardless of your age? When …

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The lowdown on rentvesting

The lowdown on rentvesting It’s been a hot topic for the media in the wake of our property boom. But is rentvesting really a magic bullet for securing your financial future? Find out if this rent-for-life and get rich strategy is all it’s cracked up to be. When dinner party discussions get around to the subject of getting rich, property investing is bound to come up. Thanks to a sustained boom in property prices in Australia[1], real …

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How should I approach investing at each life stage? (Video)

How should I approach investing at each life stage? (Video) Brian May CFP® Brian May is a financial planning and wealth management specialist, with over 20 years’ experience in financial services and international merchant and investment banking. As part of the Financial Planning Association’s Ask a Planner video series, Brian May CFP® answers the commonly asked question, “What approach to investing is optimal at each life stage?” If you have a question you’d like …

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How important is saving vs investing at each life stage? (Video)

How important is saving vs investing at each life stage? (Video) Alexis Wheatley CFP® As Principal of Wheatley Wealth Management, Alexis provides high-quality strategic advice to help her clients create and preserve their wealth. As part of the Financial Planning Association’s Ask a Planner video series, Alexis Wheatley CFP® answers the commonly asked question, “How important is saving vs investing at each life stage?” If you have a question you’d like answered by a professional …

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Laterpreneurs: Taking on encore careers

Laterpreneurs: Taking on encore careers Once upon a time, people went out, got a job and stayed there for the rest of their working lives. But “a job for life” is no longer an option for most working Australians. Changing careers, going out on your own and pursuing a dream to become self-employed has become the reality for many. The amount of co-working spaces that have opened up in major cities is evidence that more …

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Postgraduate education: Is it worth it?

Postgraduate education: Is it worth it? So you’ve finished your degree – now what? With more Australians taking time to study for longer,find out if the benefits to your career and earning potential could be enough to make it worth investing in a postgraduate qualification. Starting your working life with a sizeable HECs debt might not be the best thing about studying for a qualification in Australia, but it’s definitely not deterring young people from …

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Should I buy or rent? (Video)

Should I buy or rent? (Video) Louise Lakomy CFP® Louise has a wide range of experience and depth of knowledge in all facets of financial planning providing advice over 15 years specialising in retirement strategies. As part of the Financial Planning Association’s Ask a Planner video series, Louise Lakomy CFP® answers the commonly asked question, “Should I buy my own home, or continue to rent and put my money towards other investments?” If you …