Newsletter

 

 
 

In this month’s newsletter, we take a lighthearted look at some of the parallels between retirement planning and marathon running. Our animation focuses on superannuation death benefits and beneficiary nominations. Personal events, such as marriage, divorce or having a child are important stages in life that often require a review of your personal insurances; we look at this in the context of the Future Insurability Benefit. We explore ways to help you identify surplus income with an assessment of household expenditure. Finally, we leave you with a video that highlights ‘the power of passion and perseverance’ when working towards your goals and objectives.

 
 
Retirement Planning Race.jpg

Running the retirement planning race

To reach the finish line of a marathon, you need preparation, flexibility and perseverance. In many ways, retirement planning can be quite similar, let’s consider some of the parallels between the two.

 

 
17-07-24 eNewsletter September 17 - Super Death Benefit Nom _Resized_.jpg

Superannuation death benefit nominations

An important part of an estate plan is making sure your affairs are in order prior to your passing. In this animation, we discuss superannuation death benefits, eligible beneficiaries and different types of beneficiary nominations you can make.

 

 
17-07-24 eNewsletter September 17 - Future Insurability Benefit _Resized....jpg

Life event: Future insurability benefit

There are often times in our lives when we need to review our personal insurances and make changes to ensure that they continue to meet our needs. Here, we discuss the Future Insurability Benefit in relation to personal events. 

 

 
17-07-24 eNewsletter September 17 - Household Expenditure _Resized_.jpg

Household expenditure: Finding surplus income

Identifying and using surplus income can be helpful at any stage of life, whether that be during your wealth accumulation or retirement years. In this article, we look at household expenditure to identify areas where surplus income potential may be found.

 

 
17-07-24 eNewsletter September 17 - Grit _The Power of..._ _Resized_.jpg

Grit: The power of passion and perseverance

There are often numerous factors that affect our ability to reach the goals and objectives that we set for ourselves in life. In this video, Angela Lee Duckworth explains her theory of “grit” as a predictor of success.