Retirement

 Time to start planning your retirement for tomorrow Take control of your super.  Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money.  Retirement still more than 10 years away     Retiring within the next 5 – 10 years     Already retired      What’s your retirement number? Start exploring yours with the AMP retirement needs calculator at amp.com.au/retirementnumber   Retirement …

FinancialPartners 1st Radio Advert

  FinancialPartners 1st Radio Ad   Script MV1:              Financial planning!  We knew we had to do something! FV:                 So glad we went to Financial Partners – everything made sense! MVO:             Financial Partners provides professional financial advice to help make your picture of tomorrow become a reality. Experts in retirement planning and super, the experienced Financial Partners team can show how to meet your needs in retirement and maximise government benefits where available. Start tomorrow, today …

Living longer, living well

  Living longer, living well A century ago few Australians lived long enough to enjoy a life after work.i These days, the average retiree can look forward to almost two decades of travelling, playing with the grandkids and generally enjoying life. In fact, a baby born today can expect to live to 91 if it is a boy and 93 if it is a girl. According to the latest government figures, the number of Australians aged …

Top places to retire in Australia and overseas

Top places to retire in Australia and overseas As Australia’s cost of living continues to rise, more and more retirees are seeking value for money–and not always in their own backyards. While some Aussies choose to stay in the family home in retirement, many are stretching their wings and enjoying life elsewhere in Australia, and overseas. Retirement hotspots in Australia Popular retirement destinations in Australia offer unique attractions: Sunshine Coast, QLD–a relaxed community atmosphere, local …

Financial Partners

    Helping you to design your one of a kind picture of tomorrow Our financial advisers can partner with you to help you achieve the results you need.     Meet our team   “Our aim is to help you reach your financial and lifestyle goals, even those you once just dreamed about.”

Four tactics to build an investment portfolio

  Four tactics to build an investment portfolio by Jeff Rogers, Chief Investment Officer, ipac Investment Management Learn strategies to help you focus on long-term wealth accumulation, so you can fund your aspirations for retirement. An increasing number of Australians are hitting retirement age, and more people are now seriously addressing the question of how they actually want to spend their retirement and how they will fund those aspirations. If you already have investment strategies …

Tips & traps of working part-time

Tips & traps of working part-time Can you live the dream? If you’ve ever daydreamed about working less hours, returning to a shorter week after having a baby or reducing your work days before retirement, there’s a lot to consider before making the move to a changed lifestyle. Australia has one of the highest rates of part-time, temporary or self-employed workers in the world (over 35%)1 who earn more per hour than their full-time colleagues. …

Achieving a comfortable retirement

  Achieving a comfortable retirement Many 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 of a comfortable retirement can seem elusive. Especially when you do the sums. The latest Intergenerational Report …

Should I take my super as a lump sum or not?

Should I take my super as a lump sum or not? When it comes to accessing your super, it’s important you make the right choice. You’ve spent your working life accumulating super. So when the time comes, are you better off taking a lump sum, regular income or both? Let’s weigh up the alternatives so you can start to consider what may be best for you. So should I take my super as a lump …

Aged care – A loser in the recent 2015-16 Federal Budget

  Aged care – A loser in the recent 2015-16 Federal Budget Residential aged care received only minimal attention in the government’s recent Federal Budget. Unfortunately, people entering residential aged care from 1 January 2016 are the losers from the budget, as the strategy available to assist families wishing to keep the family home will be removed. Currently there is an advantage for people entering aged care to keep the family home and fund all …