Unfortunately, this blog is not a happy one. But it covers a very important subject. Over recent weeks I have had what seems an abnormal number of questions from advisers regarding their clients who have recently lost a loved one or have been diagnosed with a terminal illness. Even at our recent July Masterclasses, a Continue Reading
The post Superannuation death benefits – do you know where yours will go? appeared first on Realise Your Dream.
A person’s age pension entitlement is based on several factors. Their age this is the obvious factor. Are they single or a member of a couple? Do they own their home or are they are renting? However, the overriding consideration in determining a person’s correct entitlement is the application of the assets and income means Continue Reading
The post Income – not always what it appears to be appeared first on Realise Your Dream.
I thought I would start the new financial year by looking at something a little different. Today access to information is at an unprecedented level. Never before in the history of mankind have we been able to freely access as much information as we can today – all brought about by technology and the internet Continue Reading
The post A few interesting resources appeared first on Realise Your Dream.
World Elder Abuse Awareness Day was June the 15th. It has been held every year since the International Network for the Prevention of Elder Abuse established the commemoration in June 2006. What is elder abuse? It is any act which causes harm to an older person and is carried out by someone they know and Continue Reading
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Last week I had a call from a colleague and friend, let’s call him Henry (not his real name). Henry is a financial planner working in suburban Sydney. For the past couple of years, Henry has been invited to speak at a Men’s Breakfast in his local community. His invitation generally coincides with the approach Continue Reading
The post An email to Henry appeared first on Realise Your Dream.
You may recall I wrote a blog a number of weeks ago outlining my ambitious plans for retirement. Part of this plan was an intention to live the life of a nomad for 12 months driving an expensive motorhome from one glorious location to another. Just me, my partner and our dog spending each day Continue Reading
The post My comfortable retirement – part. 2 appeared first on Realise Your Dream.
Regular readers of our blog will be familiar with the work that the Association of Superannuation Funds of Australia (ASFA) does in producing quarterly estimates of just how much it cost to live in retirement. Tealey and I usually sit glued to our computer screens following the end of each quarter, eagerly awaiting on ASFA Continue Reading
The post When modest doesn’t cut it appeared first on Realise Your Dream.
