Planning for aged care is something many people put off, often because it feels overwhelming, complex, or simply “too far away” to think about. But the reality is, the earlier you start these conversations, the more options, control, and peace of mind you’ll have when the time comes. Why aged care planning matters Aged care […]
For many Australians, the Age Pension remains a crucial part of retirement income. How Many Rely on It? About 71% of Australians aged 65+ receive some Age Pension* 42% rely on it mainly Just one-quarter rely primarily on super How the Means Test Works Income test – pension reduces once income exceeds limits Assets test […]
Super balances rise and fall with the markets. For pre-retirees, dips can be stressful. Yet history shows long-term growth remains strong. The Recent Ride 2021–22: average returns –3.3% 2022–23: rebounded around 9% 2023–24: another ~9% gain Balanced funds average about 7.6% long term.* The Real Risk: Emotional Reactions The biggest danger isn’t markets – it’s […]
Parents today are increasingly passing on wealth while they’re still alive – often to help children buy a home. It can be generous, but it comes with risks. The Upside Children benefit when they need it most Parents enjoy seeing the impact May reduce estate complexity later The Risks Jeopardising your own retirement Centrelink rules: […]
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
You know this as well as we do: Nothing changes until action is taken.
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
The Hendrie Group
Level 1, 23 Lacey Street Croydon, Vic 3136
(PO Box 489, Croydon Vic 3136)
03 9725 2533
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