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Retirement

Home » Retirement
 Your New Year’s Resolution: A Retirement Plan
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By Oak Financial
In Finances, Lifestyle, Retirement
Posted January 24, 2019

Your New Year’s Resolution: A Retirement Plan

The New Year is here and for some a new year means a fresh start. You may be looking to create a healthier lifestyle, quit bad habits, or focus on your career. However, there will come a time [...]

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 The difference between a modest and comfortable retirement
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By Oak Financial
In Finances, Lifestyle, Retirement
Posted October 3, 2018

The difference between a modest and comfortable retirement

Planning for retirement, from both a lifestyle and financial perspective should be part of everyone’s long term future and wealth creation process. I have seen clients that plan carefully well [...]

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 Get your new financial year game on
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By Oak Financial
In Business, Education, Finances, Insurance, Retirement, Super
Posted June 27, 2018

Get your new financial year game on

With the financial year around the corner, with this list of eight things to do to get new financial year ready. 1. Check in on your goals   There’s no point doing anything until you know what [...]

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 2017 has been kind to investors
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By Oak Financial
In Retirement, Super
Posted December 20, 2017

2017 has been kind to investors

As we head towards the end of 2017, it’s worth taking a look at how investment markets have fared over the year. It turns out we’ve enjoyed a pretty good 12 months – especially if you haven’t had [...]

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 Super changes are coming
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By Oak Financial
In Business, Education, Retirement, Super
Posted May 4, 2017

Super changes are coming

2 things you can do now While the government will reduce the amount of money you can put into super from 1 July 2017, the good news is that you could still take advantage of opportunities before [...]

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 How will upcoming super rules effect me?
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By Oak Financial
In Retirement, Super
Posted March 2, 2017

How will upcoming super rules effect me?

If you’re wondering what’s involved in self managed super and whether it’s a good option for you, here are some things to consider.

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 Thinking about managing your own super?
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By Oak Financial
In Business, Lifestyle, Retirement
Posted October 25, 2016

Thinking about managing your own super?

If you’re wondering what’s involved in self managed super and whether it’s a good option for you, here are some things to consider.

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 7 tips to help you retire sooner
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By Oak Financial
In Lifestyle, Retirement, Super
Posted September 13, 2016

7 tips to help you retire sooner

You might be surprised to learn that Aussies are retiring earlier, with 25% of men retiring before age 55 and 50% retiring between 55 to 64 years. For women, the figures are higher, with 55% [...]

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 How do transition to retirement strategies work?
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By Oak Financial
In Lifestyle, Retirement
Posted August 29, 2016

How do transition to retirement strategies work?

A transition to retirement strategy could allow you to work less, or work the same hours and increase your superannuation, without reducing your take-home pay.

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 What to do with a windfall
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By Oak Financial
In Business, Children, Lifestyle, Retirement
Posted August 22, 2016

What to do with a windfall

So you've come into some money-now what to do with it? Planning is key.

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