Downsizing should be a choice, not a wealth strategy

Downsizing should be a choice, not a wealth strategy Downsizing to a coastal town or regional hub can hold lifestyle appeal, but don’t bank on it as a strategy to fund your retirement. For many empty nesters, who may not have had the benefit of employer-paid super throughout their working life, the value of the family home can be seen as the jewel in the crown of a retirement funding strategy. After all, who cares …

Preparing for the time of your life

  Preparing for the time of your life The choices we make in life have a big influence on our personal happiness and also on the wellbeing of those we love. Sometimes we anticipate choices with a sense of excitement. And sometimes life throws us curve balls in the form of unexpected events and important decisions.   Perhaps you are thinking about a career change or how to achieve a better work/life balance? Maybe you …

Downsizing – is it right for you?

  Downsizing – is it right for you? If you are heading towards retirement, or perhaps already in it, downsizing may have crossed your mind. And you might have some questions – does it make sense financially? Is a smaller home better suited to my situation? At first glance, it would seem that downsizing is a popular choice amongst older Australians. However recent research (Downsizers and Other Movers – The Housing Options Choices and Dilemmas …

How can we help take control of your Super choice

How can we help take control of your Super choice Many Australians are now free to choose their own superannuation funds instead of automatically becoming members of their employer fund. This is known as super choice, or choice of fund. But what does it really mean for you and what difference does it make?   Common questions to consider Some questions you may wish to consider include: What is a choice of fund? Am I …

Getting the balance right

Getting the balance right Investment risk shouldn’t be an “all or nothing” choice. In this video, Paul Clitheroe talks about the importance of understanding risk, and taking on an appropriate level of risk for you and your needs. You may also like How Can FinancialPartners Help? PRODUCTS & SERVICES How Can FinancialPartners Help? PRODUCTS & SERVICES(via AMP)FinancialPartners (Tas) Pty Ltd ABN 26 160 284 739 is an Authorised Represen… Money Management Articles Money Management ArticlesMoney …