Category: FP – Pre – Retirement Planning

How can I make sure I have enough Super to retire on? (Video)

How can I make sure I have enough Super to retire on? (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 can I make sure I have enough Super to retire on?” If you have a question you’d …

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How can I protect my super in retirement? (Video)

How can I protect my super in 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, “What are some of the options to protect my super in retirement?” If you have a question …

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Retirement planning – make the most of your money

Retirement planning – make the most of your money Little things can make a big difference to how long your money lasts in retirement. When it comes to retirement planning, you’ll want to make the most of your money, after all you don’t want to fritter away the savings you’ve worked all your life to achieve. So, whether you’re living a comfortable or modest lifestyle in retirement, there are still ways to make your money go further …

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The Retirement Series: longevity 

The Retirement Series: longevity  Australians are living longer, with men and women alike enjoying a life expectancy beyond their eightieth birthday1. According to the United Nations, we now have the third highest male and female combined life expectancy in the world, behind only Japan and Switzerland2. It’s great news for all of us hoping to enjoy life’s pleasures and passions during a long and healthy retirement. Provided we’re prepared for it, because we’re not …

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Should I be more conservative with my super leading into retirement? (Video)

Should I be more conservative with my super leading into 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, “Should I be more aggressive or conservative with my superannuation strategy in the lead …

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Early retirement – is it right for you?

Early retirement – is it right for you? International research shows leaving work early may not be so good for your life expectancy. We bring you a checklist of things to consider before you leave work and ride off into the sunset for your happily ever after. Retire early for a longer life? If you’ve already squirreled away enough super for an early retirement, it’s probably pretty high on your list of priorities. But money …

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5 reasons to save for retirement

5 reasons to save for retirement Saving for retirement might not seem important, especially when there’s the super guarantee and aged pension to fall back on. But employer contributions and government benefits may not keep you as comfortable in later life as you’d like. Here are 5 reasons to make saving for your super a priority in the coming year.  Whether you’re near retirement or not, it’s important to get your head round what to …

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Retirement the top priority for advised clients

 Retirement the top priority for advised clients A poll of financial advisers in the AMP network, the largest in Australia, has found that achieving a good retirement is by far the most important goal for their clients. Almost 50 per cent of advisers said their clients were focused on retirement, well ahead of other common goals for which people sought financial advice. The second top priority for clients, at 13 per cent, was simplifying …

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How much super should I have at my age?

How much super should I have at my age? We look at the average super balances for different age groups in Australia so you can see how your super savings compare. A healthy super balance can be a key ingredient in being able to live the life we want in retirement. But for many people, retirement is a long way off, and it can be hard to know if your super is on track. If you’ve …

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