Retirement often involves a shift from employment income to income derived from a combination of your retirement savings (investments inside and/or outside of superannuation) and potential Age Pension entitlements.

When considering the subject of retirement, one of the questions often asked by wealth accumulators and pre-retirees is 'how much is needed to fund a comfortable lifestyle in retirement'. Another common question is 'what does a comfortable lifestyle actually afford (look like)'.

Check out this helpful article illustrating the importance of having your estate planning affairs in order.

Travelling in retirement can often be high on the priority list. You worked hard to accumulate wealth during your working years to live a comfortable lifestyle in retirement - and now, with time and resources at your disposal, you may want to do things that may not have been possible earlier in life.

We know money isn't everything, but nor is work, which is why the FPA have put together an ebook to help you get to grips with the do’s and don’ts of your finances. Please download this handy guide and feel free to share with your family and friends!

An interesting and heart felt article about looking after aging parents.

The saying goes that money can’t buy happiness, but new science has proven that old adage wrong. While research shows it doesn’t take much money to improve your mood, it does need to be spent on just the right thing. 

Over the course of the last three decades there has been continual change regarding the rules governing superannuation. Some of the most significant changes have come from the proposed measures released in the 2016 Federal Budget, many of which took effect on 1 July 2017.

In one of our recent articles posted on 14th September, we explored similarities between retirement planning and marathon running. One of the take-home messages that we touched on was that retirement planning doesn’t cease on the day that you retire – it’s simply a transition to the next phase of your life.

This month marks 10 years since a little-known bank in northern England became a worldwide brand for all the wrong reasons.

Retirement planning can be quite similar to running a marathon - preparation, flexibility and perseverance are the key!

Life can throw some curveballs after 50 – transitioning into retirement can be daunting, coping with children leaving home and friends leaving town can be isolating and our health can start to deteriorate. So how can we look after our wellbeing in the face of these challenges?

It's Financial Planning Week! "Live your Dream" is the FPA's theme for 2017. New research links living your dream life with financial planning. Australians who are living their dream are planners - they believe in their ability to create the life they want and they are not afraid to ask for help or seek advice!

In taking the nation's collective pulse on financial related behaviours and beliefs, the FPA Live the Dream report has uncovered some fascinating insights into how Aussies are living out their dreams and what it takes to succeed.

To be a successful investor over the long term, we believe it is critical to understand, and hopefully overcome, common human cognitive or psychological biases that often lead to poor decisions and investment mistakes.

The first five biases of confirmation, information, loss aversion, incentive-caused, and oversimplification tendency were discussed in part one posted on the 15th of June 2017.