Insights
Summer
edition
of
Clarity
out
now
Insights
The recent growth in residential property has provided an opportunity for those who have turned 60 years of age and are thinking about retirement. An optimal strategy when planning for retirement is to eliminate all remaining personal debt, contribute as much money into super as possible and commence an allocated...
2 contributors
Sydney
Insights
Australia has one of the highest life expectancies in the world (behind countries like Iceland, Japan and Switzerland) and rates are continuing to climb. But, as our parents and loved ones get older, it is important that we start the discussions early about aged care. No one likes talking about...
Luke Kelly
Senior Financial Adviser
Sydney, Newcastle
Insights
In the pursuit of building our ‘ideal’ lifestyle, most of us tend to focus on what we want as being urgent, instead of what is important for our long-term needs. Taking out that enormous mortgage to buy our dream home and fill it with lots of stuff that we want,...
Luke Kelly
Senior Financial Adviser
Sydney, Newcastle
Insights
September 2018 marks 10 years since the Global Financial Crisis (GFC), an event that had a major impact on everyday Australians and how they now view the financial services industry. Millennials looking to save for their first homeYoung couples about to start a family and looking for strategies to reduce...
Luke Kelly
Senior Financial Adviser
Sydney, Newcastle