How do I transfer my UK pension to Australia?
Toby Simpson
Feb 20, 2025
Relocating from the UK to Australia presents an exciting new chapter full of opportunities. However, it also brings a set of financial considerations, especially regarding retirement planning and pension transfers….
The path to financial freedom
Jay
Feb 10, 2025
As we start a new year, many of us set goals to improve our financial health and steer towards the end goal of financial freedom. But what does financial freedom…
Navigating healthcare costs in retirement
Andrew Dunbar
Jan 09, 2025
Retirement is all about enjoying life, but it’s also a time when spending and finances can change significantly. Many costs go down as you take a step back from work,…
What should you be considering in your financial plans for 2025? Here’s our guide for every age and career stage
Andrew Dunbar
Jan 06, 2025
When it comes to financial planning, many Australians automatically think of retirement. However, financial planning is about setting you up for success at every age. And in most cases, the…
Ask an Adviser: How much do I need to retire?
Andrew Dunbar
Sep 24, 2024
How much do I need to retire? It’s one of the most frequently asked retirement questions, and for good reason. Each person’s answer is entirely unique. Here, we talk to…
How to stay financially fit in retirement
Andrew Dunbar
Sep 03, 2024
Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just…
Worried about how much you will need to retire? Five steps to increase your peace of mind
Andrew Dunbar
Apr 05, 2023
Semi-retirees worry about money more than most. In fact, as many as 1 in 5 Australians worry on a daily basis that they won’t have enough to retire. And it’s…
Retirement planning in a COVID world
Andrew Dunbar
Oct 20, 2021
There is no denying that our world has changed over the past 18+ months and many of these changes are likely to be enduring. The COVID-19 pandemic has touched almost…
Planning for retirement when you are asset-rich/cash-poor – the liquidity question
Preston Foster
Aug 26, 2021
When preparing for retirement, one of the common issues is matching lifestyle expenses with cash flow derived from investments. Financial priorities often change as people move into the retirement phase,…
Retirement Planning: Tips for Australian and US Expats
John Versace
Aug 21, 2020
If you are an Australian expat who is living and working in the US or a US Expat in Australia, it’s quite possible that you hold significant retirement savings in…
Can you still retire in 2020?
Andrew Dunbar
Jul 17, 2020
Many Australians who had planned to retire in the coming months are rethinking their options, as COVID-19 has changed the landscape for retirees. For some, it is a financial decision…
Can I still retire overseas in a post-COVID world?
Andrew Dunbar
Jun 17, 2020
Between 2005 and 2018, the number of Australians retiring overseas increased dramatically, and it’s easy to see why. Countries like Thailand have much to offer retirees; not least of all…
