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With the hustle and bustle of life, it can be easy to overlook retirement planning, with many casting this idea to the back of their minds. It can be daunting to even think about what next steps you should take…

In a review of 3,000 people, The Moreton Group research showed the 2001 average age to access assistance for financial retirement planning was just under 58 years, whilst in 2021 this is just under 59 years of age – an…

People are quite often scared to think about life after work, or afraid of what the options might be when it comes to their finances, but in our experience they usually can look at retirement sooner than they expected. Gold…

The Golden Years mean different things to different people. Planning for retirement should therefore be a very unique, personalised endeavour and—quite frankly—fun. Retirement is something that almost all working Australians dream about but very few actually have a retirement game…

Seven out of 10 people over 55 who talk to The Moreton Group can actually retire sooner than they think but have been led to believe differently by discussions about how much superannuation you need to retire and ideal age…

The 2021 Federal Budget was handed down on Tuesday 11 May 2021 and some key issues around superannuation were announced that impact pensioners, self-funded retirees and those looking to retire soon. Below is an explanation of three key changes and…

The Australian government offers retirees several benefits that you may be eligible for. Two benefits most retirees are entitled to is the Age Pension and The Commonwealth Seniors Health Card. In this article, we will explain both benefits and their…

Why shiver through the winter months when you could escape to Australia’s Top End and immerse yourself in a part of Australia that’s truly like no other? During the winter months the sun is shining on the vast and incredible…

John and Sara have both worked hard over the years to provide a comfortable lifestyle for their family. It’s their time now – the children have left home and their youngest child is recently married. They feel they only want…

Today, employees at age 40 are at a mid-point in their careers, making it a natural time to take stock and plan for the future. People in their late thirties or early forties might not be able to cope with…

Many Australians own homes that are now worth far more than they still owe on their mortgages. With a home equity loan, you can unlock that “equity”.   What is home equity? You’ll hear a lot about equity in relation…

So, you’re thinking of buying your first residential investment property? There are a few things to consider before making the move. Here are our top 10 tips for avoiding potential difficulties and ensuring success. Know your goal Understanding your financial…