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...
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...
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...
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Peter Kelly
PK believes people have the right to accurate, affordable and unbiased information that addresses all aspects of their preferred retirement lifestyle, thereby giving them the opportunity to make informed decisions that will empower them to live out their lives with dignity, certainty and security.