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 […]
Let’s be brutally honest, most potential clients don’t really care about you, they mostly care about what it is you can do for them… They are looking to have a problem solved, or a need fulfilled and are looking for the best business to help them. I call this the “What’s In It For Me” principle, or […]
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: […]
The idea that you need $1 million to retire comfortably is everywhere. It fuels anxiety among pre-retirees. The reality is different – and far less daunting. The Facts According to ASFA, the average balance at retirement is far below $1 million: around $361,500 for men and $289,000 for women.* Yet surveys show most retirees report […]
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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