I have been back at work for just over a week and I’ve enjoyed my Christmas New Year break immensely. In fact, probably a little too much as it did take all week to adjust my mind and life once again to the rigours of a working week. For example, ...
Christmas is always a good time to look back over the year that was. During this last 12 months, we have written numerous blogs covering a wide range of topics which we hoped you found educational, informative and maybe a little inspiring. At this time of year, it would be amiss ...
As we approach another Christmas, perhaps it is time to reflect on those members of our community that are doing it tough. Sadly, the number of older Australians affected by housing affordability in on the increase. Quite recently COTA NSW released a report into research they conducted in relation to the ...
We all know that from a physics and time perspective, there is always a period of 12 months between Christmas celebrations - unless you also like to celebrate Christmas in July as well. However, regardless of what sciences tell us, I am sure I am not alone in thinking that it ...
Over the past six months, I have been receiving a lot of calls and emails from financial planners asking about the ability of people who sell their family home to contribute any additional sale proceeds to superannuation. This is the Government’s ‘downsizer contribution’ initiative that was introduced from 1 July ...
A couple of weeks back, I wrote about the possible changes we could see to superannuation if the ALP is elected to Government at the next Federal Election - expected to be around May 2019. In terms of policy, there are certainly some differences between the government and the opposition. However, on ...
General insurance is a “boring” subject and not a matter we have discussed much over the last few years of Realise Your Dream, however, protecting what you have is just as important in your retired life as it was in your working life So, here a couple of thoughts to get ...
Some weeks ago, I wrote a blog called ‘Is it time to apply for an age pension?’, which looked at the complexities and frustration of the application process. Some readers have asked the question - when should a person look at whether they would qualify for an age pension? For many people, ...
With the rather significant swing against the Coalition at last weekends’ by-election in the Sydney seat of Wentworth, we turn our attention to next year’s Federal Election, expected to be held around May 2019. If present trends are an indication of the future, we will see a change of government with ...
Last week, I was looking back over the archives and noticed that Realise Your Dream has just had its fourth anniversary. The first post was published in 9 October 2014. This is what it looked like, and what we had to say: So, have we achieved what we set out to ...
PK believes people have the right to accurate, affordable and unbiased information that addresses all aspects of their preferred retirement lifestyle, thereby giving them the opportunity to make informed decisions that will empower them to live out their lives with dignity, certainty and security.
Tealey’s ambition is to change how people think about their retirement, he wants people to dream, plan and realise retirement is not defined by a magical age prescribed by the legislation.
The information contained within this website is provided in good faith. Any information is provided as a general guide only and does not take into account the objectives, financial situation or needs of any individual. Accordingly before acting on any advice or information contained within this website you should consider the appropriateness having regard to your specific individual objectives, financial situation and/or needs. Whilst every effort has been made to ensure the accuracy of the information, no liability shall be assumed on any ground whatsoever with respect to decisions or actions taken as a result of acting upon such information. We strongly recommend that independent professional advice be obtained and additionally a copy of any relevant Product Disclosure Statement before making any decision about whether to acquire a particular financial product.
Connect with us