Retirement Planning

In December 2021, the Moreton Group presented a webinar presentation on retirement for ACORN – Australian College of Perioperative Nurses, providing information for retiring nurses.

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…

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…

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…

For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. And while the new-found status of “retiree” sits well with some, for others it’s a different story. It…

How often do these changes happen? Pensions are indexed twice a year to take into account inflation and increases to the cost of living. Before this year, the last increase to the Age Pension was in March 2020 – despite…

Retirement is one of those things we dream about in life – your working days are over, and you’ll have the freedom to choose what you want to do and when you want to do it, every day for the…

After spending your working life building retirement savings, you may be reluctant to eat into your “nest egg” too quickly. This is understandable, given that we are living longer than previous generations and may need to pay for aged care…