Happy New Year 2019

I have been back at work for just over a week and I’ve enjoyed my Christmas New Year break immensely. In fact, probably a little too much as it did take all week to adjust my mind and life once again to the rigours of a working week. For example, no longer am I able Continue Reading
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Merry Christmas!

Christmas is always a good time to look back over the year that was. During this last 12 months, we have written numerous blogs covering a wide range of topics which we hoped you found educational, informative and maybe a little inspiring. At this time of year, it would be amiss of us to not Continue Reading
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Older Australians and their housing dilemma

As we approach another Christmas, perhaps it is time to reflect on those members of our community that are doing it tough. Sadly, the number of older Australians affected by housing affordability in on the increase. Quite recently COTA NSW released a report into research they conducted in relation to the housing predicament affecting older Continue Reading
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Christmas – again so soon!

We all know that from a physics and time perspective, there is always a period of 12 months between Christmas celebrations – unless you also like to celebrate Christmas in July as well. However, regardless of what sciences tell us, I am sure I am not alone in thinking that it does not feel like Continue Reading
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Downsizing – is it for you?

Over the past six months, I have been receiving a lot of calls and emails from financial planners asking about the ability of people who sell their family home to contribute any additional sale proceeds to superannuation. This is the Government’s ‘downsizer contribution’ initiative that was introduced from 1 July 2018. These enquires got me Continue Reading
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The uncertainty of retirement

A couple of weeks back, I wrote about the possible changes we could see to superannuation if the ALP is elected to Government at the next Federal Election – expected to be around May 2019. In terms of policy, there are certainly some differences between the government and the opposition. However, on 6 November 2018, Continue Reading
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Insurance – protecting what you have

General insurance is a “boring” subject and not a matter we have discussed much over the last few years of Realise Your Dream, however, protecting what you have is just as important in your retired life as it was in your working life So, here a couple of thoughts to get you started: Shop around Continue Reading
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