Reality Check: Retirement or Neverland?
Retirement, the Neverland of adulthood – a whimsical place where responsibilities seem to fade away and the golden years stretch out like a forever summer. It's a land where you don't have to grow up, and the worries of the working world can seemingly vanish. But unlike the timeless Peter Pan, we mere mortals do age, and the passage of time inevitably catches up with us.
Read MoreThe road to a secure retirement: Why professional financial advice matters. Retirement is a significant milestone in one's life, representing the culmination of years of hard work, dedication, and financial planning. As you approach this new chapter, the need for sound financial advice becomes increasingly crucial. While many retirees might believe they have a solid grasp of their finances, the complexities of retirement planning often necessitate expert guidance. This is where the role of professional financial advisors shines.
Read MoreWhat to do If you win the lotto?
Most people have no idea how much money they will need to achieve financial security, independence and freedom. The giant numbers in their head are so intimidating that they never even start a plan to get there.
However, this is the question one Lake Macquarie mum will be asking after she won $2.6m over the weekend.
Read MoreEquity markets remain too optimistic
Read MoreHow will the review of the RBA and the 51 recommendations affect you and your family?
Read MoreHow much super do you need to retire comfortably?
Our Newcastle Financial Planning Advisers discuss the recent research from ASFA.
Read MoreUnlocking your financial potential to open up new possibilities.
Are you tired of feeling like your finances are holding you back from achieving your dreams? Do you want to unlock your financial potential and take advantage of every opportunity that comes your way? If so, you're not alone.
Many people struggle with managing their finances and making the most of their money. However, with the right financial planning, you can unlock your financial potential and open up a world of opportunities.
Read MoreInflation is still driving investment markets, which means a cautious approach for now.
The market doesn’t know if it is Arthur or Martha at the moment. It could actually be non-binary!
Our expert investment financial planners discuss what has been happening, the outlook & opportunities.
Read MoreBudgeting is an important part of retirement planning, but it can also be a source of stress and anxiety. After all, no one wants to spend their golden years worrying about money! But budgeting doesn't have to be a chore. We'll explore some takes on budgeting in retirement and how to make the most of your finances without sacrificing fun and enjoyment.
Read MoreRetirement is a time of change and transition, and for many people, it can be a time of great uncertainty. One of the biggest changes that retirees face is a shift in their lifestyle. After decades of work and routine, retirees suddenly find themselves with an abundance of free time and the freedom to choose how they want to spend it.
Read MoreRetirement – that magical time in your life where you get to finally kick back, relax and enjoy the fruits of your labour. But before you get too excited about all the naps you’ll be taking and the rounds of golf you’ll be playing, there are a few things you need to know about this new chapter of your life.
Read MoreDon't Risk Losing Your Home: The Importance of Personal Insurance When You Have a Mortgage.
Purchasing a home is one of the most significant investments you will make in your lifetime. When taking out a mortgage to finance your home, it's essential to consider how you will protect your investment in the event of an unexpected circumstance. Personal insurance can provide financial security for you and your family in the face of adversity. We discuss the benefits of personal insurance with a mortgage.
Read MoreIs It Better to Invest or Repay Debt? Financial Experts Weigh In.
When interest rates are high, homeowners are faced with a dilemma of whether to invest or repay their home loans. Both options have their advantages and disadvantages, and choosing the right strategy can depend on individual circumstances, risk tolerance, and financial goals. We explore the pros and cons of investing versus repaying your home loan in a high-interest rate environment.
Read MoreExpert Advice on How to Repay Your Home Loan Sooner and Save Money.
When it comes to home loans, the repayment process can seem overwhelming, especially if you're a first-time buyer. However, with some planning and the right strategy, you can reduce the burden of your home loan repayments and pay off your mortgage faster. We explore simple home loan repayment strategies that can help you reduce the interest payable and pay off your loan quicker.
How to combat inflation and rising interest rates: Tips for protecting your wealth.
In recent years, many people have enjoyed low mortgage interest rates and a relatively stable cost of living. However, over the past 10-12 months this has changed. Now that we are in a period of higher mortgage interest rates, higher cost of living, and higher inflation, it's essential to take steps to protect your finances and ensure you're prepared for the challenges ahead.
Read MoreRetirement is a time when you finally get to do what you’ve always wanted to do, but it’s not something that just happens automatically. If you want to retire comfortably and securely, you need to have a plan in place. Retirement planning is the process of determining your retirement income goals and the actions and decisions you need to achieve those goals. It’s never too early or too late to start planning for your retirement.
Read MoreWhy Retirement Advice is crucial for a secure future.
Retirement advice is crucial for a secure future. By partnering with a retirement advisor, you can benefit from their expertise, personalized approach, and guidance in creating a solid financial plan. Don't wait until it's too late. Start planning for your retirement today.
Read MoreBT Panorama has recently sent out emails to their members outlining that they will be transferring their super fund to “streamline our superannuation business”
We unpack what this means for you, the member, and what you need to do.
Read MoreYour Newcastle Financial Planner, Matthew McCabe, speaks with Cam & Chris from BetaShares about the outlook of the economy and markets.
Read MoreHow to financially prepare yourself for your retirement.
Our retirement specialist, Matthew McCabe, takes us through several things to consider.
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