Your money in retirement
Living longer means more life to enjoy. If you’re retired, or planning to retire, here are some ways to help make your money go the
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Living longer means more life to enjoy. If you’re retired, or planning to retire, here are some ways to help make your money go the
Many women will need to do more to build up their super balances by the time they retire. There’s a plethora of data showing women,
2024 is very much a story of how quickly and how sharply rates will start coming down. Around the world, just like in 2023, financial
A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and retail super funds. When you
Using a fundamental investing principle could help many Australians bring their retirement forward. It’s simple investing mathematics really. The more money you can save in
You can’t control what happens on financial markets. But you can control one factor to improve your returns. When it comes to investing, there are
Cost of living pressures coupled with rate rises have made it more difficult to save for a home deposit and afford the lifestyle you’ve either
After accumulating superannuation savings over multiple decades, many retirees are fearful of spending too much. When it comes to life in retirement, many Australians are
Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan. Although
Understanding your redundancy payout According to ASIC, a redundancy payout can be made up of any of the following: a severance payment an incentive payment a payment
Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the
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Wordsworth Financial Services Pty Ltd t/as Finance Unlimited Wealth is an Authorised Representative of Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 l AFSL 230323. Nicholas Kakalis is a representative of Finance Unlimited Pty Ltd (ABN No. 73 005 674 500) Australian Credit License No 391433 for the provision of mortgage and credit related services.