The Federal Government election is near, and further details are being provided as to what changes each party is proposing. Labor is a firm favourite to win ($1.25 in markets) Read more…
MIT’s Age Lab’s Joseph Coughlin was recently interviewed by the US postal service (UPS) recently. Joseph Coughlin is a leading expert around ageing and retirement as well as the Read more…
At last month’s National Millennium3 dealer group conference in Cairns, the awards evening (in a tropical beach theme) was held. It was with great pride that we can let Read more…
On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…
We continue our Meet the Team series with an informal question and answer session with adviser Donna Martin. As a mother of two, Donna is passionate about ensuring that Read more…
We continue our Meet the Team series with an informal question and answer session with Anna Thom. Anna is a member of our Client Services team since 2017 and Read more…
How does the Federal Budget affect you? The Federal Budget explains to all Australians how the Government intends to manage the country’s finances. It outlines their tax and spending plans Read more…
Whether travelling for business or holidays, arranging foreign exchange currency and knowing which cards to use is tricky. This article from another publication expresses their views on what the Read more…
On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…
We continue our Meet the Team series with an informal question and answer session with Jarrod Lynch. Jarrod is a member of our Client Services team since May 2016 and Read more…
In September 2018, Dean Baker of the Center for Economic and Policy Research published a white paper that analysed the Global Financial Crisis (GFC) called The Housing Bubble and the Great Read more…
Watch our February 2019 economic update video for a brief summary of what’s transpired the past month.
Video: The Myth of Forecasting Markets David Booth, founder of Dimensional explains the benefits of avoiding predictions, and to focus upon the historical stock market record and sticking to investing fundamentals in this video. Click here Read more…
It’s been a frantic start to the year, with so many questions arising out of last year. After a tough end of year for Stockmarkets, where to for 2019? December Read more…
The recommendations from the Hayne Royal Commission into Financial Services have been handed down. On Monday, the Government released the final report from the Royal Commission into Misconduct in the Read more…
Another channel we created within Slack is our ‘Client Wins’. It’s important that all of the team, including those in the back office working on the administration support and Read more…
Our Retirement Wall continues to build and we’ve taken delivery of our 3rd champagne cork board this week (and one red wine cork as well) with the 4th in Read more…
The stockmarket level of volatility has been very quiet for many years. In fact, the level of movement has been at historical records for it’s plain sailing consistency. It’s Read more…
For the past couple of years, our office has been utilising an internal communication platform called ‘Slack’. Slack is a type of instant messaging service that eliminates the need Read more…
An investment advice firm in New York is owned by Barry Ritholtz whom has built quite a following on social media with his opinions. Barry has launched a podcast via Read more…
We continue our Meet the Team series with an informal question and answer session with Mark Hardick. Mark has substantial experience in the financial industry, and holds a genuine interest Read more…
Professor George Vaillant of Harvard University is the author of this book, a follow up to his NY Times best seller Ageing Well. I’ve listened to the audio version, which Read more…
October was an anxious month for investors as the US market fell 7% while the Australian market fell by about 5%. There was no single major reason for the Read more…
In last weekend’s News.com.au article, a story of how a property, as part of a deceased estate, failed to reach it’s price expectations for the beneficiaries caused a lot Read more…
The Retirement Advice Centre offers you the opportunity to work with an adviser based upon a Flat Fee, Fixed Price Membership Style pricing model. Payment is like a membership program. Read more…
It doesn’t get a lot of media attention, but there has been a lot of action going on in the bond markets in recent months. This relates to the speculation Read more…
Recommended Listening If you’re interested in listening to a podcast about money subjects, without falling asleep, then I’d suggest The Pineapple Project is one of your best options. Hosted by Read more…
Recommended Reading This book is authored by Dr Mike Roizen, a long time wellness expert of the Cleveland Clinic, and Jean Chatzky of the NBC Today Show. The book is Read more…
Most people who are intent on building their personal and business finances know there is no quick road to wealth. While some people dream about their lucky numbers finally being Read more…
Accidental Cover Life Insurance The royal commission this week is examining insurance companies and the direct outbound call centres that sell their products. The Australian Financial Review reported that the Read more…
As part of our Meet the Team series, this is an opportunity to get to know each of us better with an informal chat. In this video we speak with Read more…
Our childhood upbringing can have a significant influence upon our attitudes with money as an adult. When growing up as a child, was money spent freely in the household, or was it a cause of Read more…
In March this year, Tracey Parkin clocked over a 10 year milestone being with our office. It honestly doesn’t seem that long ago when she started as a part-time administrator with Read more…
Your EPIC Retirement Plan Our new retirement video highlights four key areas to a thriving, successful retirement. Consider the opportunities that come with seeing retirement in an entirely new light. Read more…
Whether you’ve been told you should retire at 65, or some other age, retirement is always a highly personal decision – at least in the traditional sense. Many of us Read more…
In recent months a number of our clients were contacted by the journalist from The Really Simple Guide to Money. The feature of the magazine was exploring financial issues at Read more…
Choosing how you age is not just about accommodation for you or your family. Aged Care brings up many questions such as Costs, Considerations and Concerns. There are also a Read more…
June 30 is around the corner, which means it’s time to start thinking about your tax return. Read on to discover six tips for the end of the financial year and how Read more…
Planning for your Retirement early means you are in a better place to enjoy what really matters and reduce your worries. Read this guide to find out how – Entering Read more…
We have summarised the key features of the 2016-2017 Federal Budget for Families and Wealth Accumulators. Please click here to read more > Budget – Families & Wealth Accumulators If Read more…
We have summarised the key features of the Federal Budget 2016 – The Impact for Retirees and Pre-Retirees to review. Please click here to read more > Pre and Post Read more…
The average retiree spends 43.5 hours per week watching television. (Age Wave, 2012) Identify your values in life and discuss with others how your vision of retirement should be. Pleasure Read more…
The Paradox of Leisure – A retirement that totally consists of leisure must be a good thing, right? Psychologist Barry La Valley highlights an important perspective on this myth: “We Read more…
George Vaillant conducted years of research from the Grant Study that launched in 1939 to identify that in his work ‘Ageing Well’, he wrote “…it is social aptitude, not intellectual Read more…
Neuroscience has proven that your brain is a muscle (Manin, Hong and Clark, 2013) Just like any muscle, if it’s not active it can atrophy and wither. The well known Read more…
Should you sell your family home when entering an Aged Care facility? If you are part of the ‘sandwich generation’, ie. caring for your own kids and parents at the Read more…
Retirement is one of the top 10 most stressful life events. (The Holmes-Rahe Life Stress inventory, The American Institute of Stress) When you are contemplating retirement, it is recommended that Read more…
Changing The Way You Feel About This Next Phase Of Life – Retirement One of my goals is to consider retirement from the standpoint of how people feel about their Read more…
It’s funny looking back at major changes in life and remembering all the anxiety, opposition and upheaval that came with them. It’s hard to believe that it’s been 50 years since Read more…
David has been nominated as a finalist for the AFA Adviser of the Year for 2015. This prestigious award will be hosted at the AFA Conference in Cairns on 27th Read more…
Our 2015 series of newsletters can be viewed online by clicking on the Newsletter Header above and then the PDF below. October 2015 – The Retirement Advice Centre Newsletter Read more…
Our archive of newsletters for 2014 can be viewed by clicking on the Newsletter header above.
Click on the following link to give you access to a quick reference guide to a range of superannuation and financial terminology. This Retirement Advice Glossary has been produced to Read more…
The ‘Your Guide To’ Series For Retirement Planning Guide 1: Salary Sacrifice 1. Your Guide to Salary Sacrifice Guide 2: Transition to Retirement 2. Your Guide to Transition To Retirement Read more…
You are welcome to browse our historical archive of newsletters by clicking on the header above.
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: Reed Financial_Newsletter_October_2012
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin – June 2011 REED Financial Bulletin – July Read more…
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_December 2010 REED Financial Bulletin_November 2010 REED Financial Bulletin_October Read more…
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_December 2009 REED Financial Bulletin_November 2009 REED Financial Bulletin_October Read more…
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_September 2008 REED Financial Bulletin_August 2008 REED Financial Bulletin_July Read more…
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_December 2007 REED Financial Bulletin_November 2007 REED Financial Bulletin_October Read more…
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_November 2006 REED Financial Bulletin_December 2006
Below are links to websites that may be useful for example Superannuation Retirement Calculators, Income Tax Calculators and Savings Website Tools: Transition To Retirement Calculator Retirement Savings Calculator Income Tax Read more…
Our approach to investing is reliant upon an academic, evidence-based approach. Below are a number of website links that you may find useful to understand our philosophy:- Dimensional Funds Investing Read more…
The Federal Budget was handed down and a number of key changes have been made for Retirees. The key points of interest for Retirees include the following: * Wealthier retirees Read more…
For our superannuation and pension portfolios, our philosophy is utilise an evidence-based philosophy when investing. This includes the Stockmarkets. There is a lot of hysteria and media hype about how Read more…
Retirement specialist, Dr Richard Johnson, summarises that retirement success is reliant upon more than a financial calculator alone. We adopt a similar philosophy with our retirement advice service. In this Read more…
In December, the TRAC team had an eventful staff Christmas party as we toured the Surry Hills and Moore Park area. The video highlights some of our light hearted activities for Read more…
Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the Read more…
In today’s digital age, gaining access to information is easy. As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone Read more…
