checklist

Your 7-point retirement planning checklist

Your 7-point retirement planning checklist AMP’s 2022 Financial Wellness report reveals confidence about retirement is on the slide. Here are some big points to consider to help you start planning. Socialising with mates, enjoying leisurely activities and indulging in the odd trip away are all things that have likely crossed your mind when thinking about how you’ll spend retirement. Beyond that though, have you given much thought to the logistics and what it’ll cost? If …

FinancialPartners 21/06/2023 15/06/2023 Blog / FP - Pre - Retirement Planning / FP - Retirement / FP - Wealth 7-point / checklist / Planning / Retirement

Your end of financial year super checklist

Your end of financial year super checklist With the end of financial year fast approaching, now is a good time to consider how you can use superannuation to maximise your tax benefits. While certain contributions may be able to reduce your taxable income or see you pay less on investment earnings, there are a range of considerations. These include how much money you have in your super, whether you’re still in the accumulation phase and …

FinancialPartners 20/06/2023 20/06/2023 Blog / FP - Financial Planning / FP - Pre - Retirement Planning / FP - Super - Accumulation / FP - Taxation checklist / End / Financial / of / super / Year / Your

Your essential 2016 checklist!

Your essential 2016 checklist! These tips can help your health, wealth and happiness flourish in the coming year. Another year has flashed by even quicker than the last. Now’s the time to look back on whether you achieved everything you wanted to last year―and set your goals for the coming year. Here are some tips to help you get organised. Health and fitness Make appointments for health and fitness assessments. Then set your goals and …