Retirement isn’t just about numbers – it’s about designing a life that feels meaningful and fulfilling. Beyond the Budget Research by Allianz Retire+ shows that purpose and wellbeing are central to retirement satisfaction.* Defining Your Life Buckets • Adventure (travel, experiences) • Connection (family, volunteering) • Wellbeing (health, fitness) • Contribution (mentoring, legacy) Case Study […]
For Australians approaching retirement, one of the most effective strategies to grow super is salary sacrifice. How It Works You ask your employer to pay part of your pre-tax income into super. These contributions are taxed at 15% (30% for very high earners), instead of higher marginal tax rates.* Why It’s Powerful […]
The 2026-27 Federal Budget includes some of the most significant proposed tax changes seen in decades. Many of them will have significant impact for business owners and non-business owners. In the words of our CEO, “It’s just unbelievable.” Most of these measures still need to pass through Parliament before becoming law. As that happens, we’ll […]
Some people thrive on spreadsheets and forecasts. Others prefer vision boards and big-picture dreaming. Both approaches can work – the key is knowing your style. The Research Gap While 62% of pre-retirees have a financial plan, only 17–26% have lifestyle or social plans.* Left-Brain Planners Enjoy calculators, projections, and tracking Strength: unlikely to run out […]
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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