Retirement Planning

Overspending? It may be worse than you realise.

As of 2016, Australia’s total household debt is approximately $2 trillion, over 55% of which is in mortgages, with the average Australian household owing $250,000.

There are many reasons why families may find themselves in serious debt or living beyond their means. Overspending and debt can have far-reaching implications and without professional advice you may be putting your financial security at risk. 

Super Changes - What you need to know about Transitioning to Retirement

As a financial advice professional, among my key roles is helping individuals and business owners to transition into retirement.

Significant amendments to the current superannuation rules will come into play on July 1st which will require your attention, and soon.