twq_staff

An inheritance can put many decisions in front of you. How do you juggle these options and decide on the best way forward?

Your retirement is on the horizon and you are only a few years away from kicking up your feet – but what can you do now to make your golden years a success?

As a young Australian, you have some big decisions ahead of you. Are you certain that you are making the most of all your available options?

There’s a stubborn myth among those approaching retirement that once you hit 65, your relationship with the market ends. It doesn’t. It just changes.

At this point in the Covid-19 crisis, there is an eerie silence about what may happen next. Truth is, no one really knows. But there are things you can do with your family finances to prevent a bad situation becoming ugly. And there may even be some long term good.

Here’s something you might not know. Chances are that you – yes you – own a little slice of some of the largest companies in Australia and the world.

In the game of money, who is giving the advice is as important as the advice itself.

Have you done enough planning to kick up your feet and live happily in retirement?

Baby boomers are expected to transfer $3 trillion to their Gen X & Y children over the next 15 years, with 75% of this cohort expected to receive over $110,000 [1].

To lessen the financial impacts of the Coronavirus situation, the Government is allowing people who are eligible to access up to $20,000 (in two lump sums) of their super for a limited time. Super is designed to provide for you in retirement, but this limited access legislation is to help people who are genuinely in financial hardship due to the impact of the Coronavirus situation.