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Retirement Planning

Gain the clarity and confidence to live life on your terms

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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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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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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Dreaming About Retirement

Dreaming About Retirement

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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Planning your retirement – Webinar presentation for ACORN

Planning your retirement – Webinar presentation for ACORN

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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What People Really Do, and Buy, when they Retire

What People Really Do, and Buy, when they Retire

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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Early retirement planning: Where do you begin?

Early retirement planning: Where do you begin?

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…

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When to Start Retirement Planning

When to Start Retirement Planning

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…

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Meet Wayne and Debbie – Profile study

Meet Wayne and Debbie – Profile study

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…

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Retirement Planning: Time for Aussies to Start the Conversation

Retirement Planning: Time for Aussies to Start the Conversation

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…

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Time to Ignore the Calculators and Plan Retirement

Time to Ignore the Calculators and Plan Retirement

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…

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Meet John & Sara

Meet John & Sara

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…

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