Three years and what has changed? From a legislative point of view, a tremendous amount! The changes to the superannuation laws are too numerous to list – the age at which a person qualifies for age pension has increased, the assets test has become tougher, and the assessment of rent...

On 12 December 2017, I will have been working in the financial services sector for 50 years. With all that experience you would think I had all the answers and didn’t need to use a financial planner. I should by now, know everything I need to know to ensure I...

I am quite sure I am not on my own when I ask the question – where did the last 24 hours go? It is not uncommon to find life and time becoming a blur. Work, family and personal commitments all take time but have you ever wondered exactly how...

Anyone who has seen the 1999 movie – was it that long ago? – ‘The Castle’ will be familiar with Darryl Kerrigan and his attitude towards his home – his castle. It was the quintessential house sitting on a quarter acre block in the suburbs, albeit under to flight path...

Hardly a week goes by without the media raising questions about our preparedness for retirement. A lot of the media attention is driven off the back of research surveys and projects that appear to be the ‘flavour of the month’. But then, with around a quarter of a million Australian...