A report conducted earlier in the year for COTA Federation found one in four people over the age of 50 and still working don’t believe they would ever retire. The survey indicated that for some, it’s for love, as work provides a purpose, while for others it’s for money, because they can’t afford to retire.
In 2020, more than ever before, and particularly in light of COVID-19 Government relief measures in superannuation, we recommend you review your financial situation, goals and strategies – including your super contributions – and make any necessary adjustments before June 30. In this article, we outline the Government’s COVID-19 superannuation relief measures. We also include a…
This case study illustrates the collaboration between financial (myself), legal and business advisers to create a seamless plan for our client, a business owner in mining and resources, and his wife to help them achieve their financial goals and leave a legacy for their children. Knowing that protecting the family’s current lifestyle was important to John…
If your income stopped today, who would pay your bills? Your partner, your parents? Or do you have enough savings to meet expenses for the rest of your life? If the answer is no, then you should consider income protection insurance. Your ability to generate an income is arguably your greatest asset, yet only 31%…
