Superannuation isn’t just about saving a lump sum – it’s about turning that money into a reliable income stream when you stop working. Yet research shows that 65% of pre-retirees don’t even know if their fund offers retirement income products.* From Lump Sum to Paycheck When you retire, your super can be accessed in two […]
Australians in retirement often report being satisfied and financially comfortable. Yet, those still in the workforce feel much less confident about their future. This mismatch – known as the “confidence gap” – is one of the biggest challenges facing pre-retirees today. What the Research Shows Challenger’s Retirement Happiness Index (2024) found that 80% of retirees […]
Most Australians worry about whether they’ll have enough money in retirement. Headlines often throw around figures like “You’ll need $1 million,” but is that really the case? Let’s take a closer look at what Australians actually have in superannuation and how that compares to what’s needed for a comfortable retirement. The Numbers: What People Have […]
From July 2025, employers must contribute 12% of your wage into superannuation. It’s a major milestone in Australia’s retirement system – but what does it really mean for pre-retirees? A Brief History The Superannuation Guarantee (SG) started at just 3% in 1992. Over time, it has steadily increased to 11.5% in 2024 and will reach […]
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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.
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