by orange_office | Dec 10, 2025 | Weekly Updates
Arranging a comfortable retirement income, or at least the best one financially possible in your personal circumstances, isn’t easy. It requires planning and effort. Start by working out how much income you need. Prepare a budget. Make a list of all regular expenses,...
by orange_office | Dec 3, 2025 | Weekly Updates
Many parents and grandparents set up bank accounts and other investments for children. Investing for their futures is very worthwhile. One approach is to enable the parents to meet the costs of children in teenage years. Kids are relatively cheap to raise when small...
by orange_office | Dec 1, 2025 | Weekly Updates
As an adviser to retirees for decades it appears to me that more people are choosing to work for longer before retiring. There seem to be many more 65, 70 and even 75-year-olds, who are still working. In most cases they are comfortable financially and don’t need to...
by orange_office | Nov 19, 2025 | Weekly Updates
There has been much talk in investment markets recently about the “AI Bubble” and whether it could burst and cause a severe share market fall. This is a very valid concern as the major US technology companies that are the artificial intelligence leaders have continued...
by orange_office | Nov 12, 2025 | Weekly Updates
Millionaires can now get an age pension. Or at least millionaire couples can. The cutoff point in the Assets Test for homeowner couples above which no pensions are payable is $1,074,000. The cutoff for single homeowners is $714,500. Non-homeowners can have an extra...
