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Planning for retirement?

Financial planning is a lifelong endeavour, and it’s important to be putting in place the strategies that suit your lifestyle, but with one eye on the future.

As you move through different life stages, your resources and risk tolerance will change. Saving for your retirement looks very different at age 30 compared to age 60.

Whether you are starting out or closer to retirement, here are three things to consider at each life stage to help you plan for a comfortable retirement.

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Australia is in recession!

Australia is in Recession!

Yep, that was a forecast everyone got right!

Recently we spent a very productive hour with the Portfolio Managers for Bennelong’s Australian Equity fund.

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Let’s Talk About DEBT!

In my last blog I suggested listening to less news and true to my word I have been ‘restricting’ myself to the morning news only – maybe the papers on the weekend…

Thankfully the US elections have been crowding a little Covid information off the front page, though nothing really impressive to see there.

Two stats I will share with you that surprised me.  Queensland has not had a Covid19 case in ICU since 19th June and not had a death from Covid19 since the 18th of April.

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Super changes add flexibility

Just when you thought you had a grip on the superannuation rules, they change again. This time though, the changes are mostly positive, especially for older super members keen to top up their savings.

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cash is king in a crisis

Cash is king, in a crisis!

Most of us understand the importance of saving for a rainy day, but sometimes it takes a crisis like the current pandemic to make us act on it.

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august financial review

August Update

August is here and the wattle is in bloom, a sign that spring is around the corner.

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family on beach thinking about life risk sales

The Reality of the Decline in Life Risk Sales – A Case Study

Australian Advice Network CEO, Paul Forbes, takes aim at the product manufacturers and ASIC in this article, as he sheds some light on key issues that are having an impact on the ability of advisers and advice businesses to efficiently write new life insurance business.

While he acknowledges the impact of the Life Insurance Framework remuneration reforms on new business levels, Paul takes us on a journey that tracks the progress of one life insurance application. In highlighting the numerous roadblocks and friction points he and his team experience on this journey to place a single life insurance policy on the books, Paul is calling on the product manufacturers to do more.

His message to the FSC and to all life companies is that they need to look to themselves and to reflect on their own processes and procedures when reflecting on why adviser numbers and risk new business sales are both in decline…

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