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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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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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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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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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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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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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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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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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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Dream experts believe that if you dream of retirement, this may mean you need a holiday. But when we are awake it is often the other way around – people go on holidays and daydream about retirement. Here are some…
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In December 2021, the Moreton Group presented a webinar presentation on retirement for ACORN – Australian College of Perioperative Nurses, providing information for retiring nurses.
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The Moreton Group recently conducted a survey to find out what people really do when they retire – and it seems they do a lot of things. Forty percent of people purchased either a holiday or a vehicle when they…
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