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Become a blogger

Become a blogger

Some of our clients may remember a time when they kept a diary when they were on holidays. Where they went, who they met, what they bought and even what they ate, all seemed important memories worth writing down. Well…

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Affordable places to live a long retirement

Affordable places to live a long retirement

The Moreton Group has crunched the numbers on some of Australia’s most popular destinations to find some of the top most affordable places to enjoy a long retirement. Victor Harbor, South Australia The cost of living in regional SA is…

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Election Planning

Election Planning

With a Federal election just around the corner, our customers are beginning to tackle the enormous task of deciding how to vote, where to vote, and who to vote for. Whilst a Federal election is an important event we don’t…

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The Best in Long Weekend Road Trips

The Best in Long Weekend Road Trips

Whilst most retirees don’t need to wait for a long weekend to take a road trip, Easter and a long weekend are pretty hard to spend at home. With family and friends also on holiday, it’s a great time to…

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Female Teachers and Nurses Are Ahead of the Superannuation Game

Female Teachers and Nurses Are Ahead of the Superannuation Game

One of the most common questions The Moreton Group receives is, “How much superannuation do I need?”. There is no easy answer but a healthy superannuation account is going to always be an advantage in retirement. A recent study of…

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Where our Clients Will Holiday Next

Where our Clients Will Holiday Next

With everyone’s holiday plans thrown into turmoil thanks to COVID, The Moreton Group conducted a survey to find out how our clients plan to get back on the bus – or plane, or train, or ship, or car. It should…

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Who Likes Finances More – Men or Women?

Who Likes Finances More – Men or Women?

A survey of The Moreton Group’s database has found women are still behind men when it comes to finance and superannuation levels. In a review of 180 coupled households, female account balances were 45% lower than their male counterparts. For…

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A Smooth Sailing Partnership

A Smooth Sailing Partnership

The Moreton Group is pleased to announce we have become an official sponsor of the Gold Coast’s Southport Yacht Club (SYC) and is additionally supporting its Junior Sailing Program! Since its establishment in 1946, the SYC has become the Gold…

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Taking Control of When you Retire

Taking Control of When you Retire

Many of us are excited for what retirement brings, and are looking forward to our golden years, seeing the freedoms from work and endless opportunities to travel and try something new. Canungra resident Julie Templeman and her husband are nearing…

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Great activities for grandparents and grandchildren

Great activities for grandparents and grandchildren

The memories grandparents and grandchildren have when they spend time with one another are priceless – nothing can replace the joy of your own family. Grandparents play many roles in the life of a grandchild, whether this is as a…

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Staying in Control During Uncertain Times

Staying in Control During Uncertain Times

In the current climate, where COVID-19 has brought so much uncertainty about the future, taking control of your financial planning is providing more benefits than simply building a better monetary nest egg. Over the last two years people have been…

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Retirement Webinar – the hard questions answered

Retirement Webinar – the hard questions answered

The Moreton Group’s Trent Klein was recently a guest presenter on a webinar hosted by the Australian College of Perioperative Nurses handling all the tough issues of why plan for retirement and how much money you need to retire. The…

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