Over the last few years I have been in the position to assist and closely observe various relatives and clients relocate from the family home into retirement villages and settle into a very happy ongoing lifestyle with a choice of privacy, involvement in a new community, and a variety of available activities. A retirement village, […]

  At first glance, and certainly for those who remember the uncertainty and impact the Global Financial Crisis (GFC) had on retirement portfolios, many people regard investment risk as the single most important risk to retirement.   Investment risk refers to the level of volatility, or fluctuation in investment returns, an investor is prepared to […]

It’s ‘almost that time of year’ again! As the end of each financial year approaches, it might be worthwhile considering strategies to minimise the amount of tax you pay, not only for this year, but next year as well. Here are a few tax tips worth considering, before the end of the financial year.   […]