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54/11 Or Age Retirement? What You Need to Know Before Making a Decision

54/11 Or Age Retirement? What You Need to Know Before Making a Decision

by Tony Richard-Preston | Mar 15, 2021 | CSS, Retirement

One of the most common catalysts for CSS members to seek professional financial advice is when they are approaching their 55th birthday.  The question they seek to resolve is whether a 54/11 is appropriate for them?  Many just assume that 54/11 provides the best...
Risk Vs Return: Is Your Investor Profile Optimised?

Risk Vs Return: Is Your Investor Profile Optimised?

by Tony Richard-Preston | Nov 27, 2020 | Investments, Retirement, Superannuation

As part of any financial advice process, an essential ingredient is understanding your investor profile. This is usually ascertained from completing a risk profile questionnaire to assist your understanding of your attitude to risk. However, a questionnaire...
Demystifying Financial Plans: The Process Explained

Demystifying Financial Plans: The Process Explained

by Tony Richard-Preston | Nov 24, 2020 | Retirement

The mere mention of “financial planning” sends many folks heading for the hills. However, once you understand how it works, you’ll see that there’s nothing to be worried about. Quite the opposite in fact – a good financial plan in action...
If You Are Looking To Retire in the Next 2 Years You Should Start the Advice Process Now

If You Are Looking To Retire in the Next 2 Years You Should Start the Advice Process Now

by Tony Richard-Preston | May 26, 2020 | Retirement

You may be planning on retiring in the next couple of years or are unsure of when you can actually afford to retire. Don’t put off seeking advice particularly if you are a CSS or PSS member. In this article we discuss some of the factors that need to be considered...

Recent Posts

  • Managing Rising Mortgage Rates Might be Easier Than You Think
  • Inflation, Interest Rates and Markets: What Will it Take to get Back to Normal
  • Considering Returning to the Public Sector and Rejoining the PSS as a Contributory Member?
  • What’s Happening in Investment Markets? Managing Volatility and Return Expectations
  • Should You Fix Your Mortgage or Remain on a Variable Rate?

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    Killara Wealth Pty Ltd ABN 65 637 981 410 is an authorised representative 1279984 of Vivid Financial Planning Pty Ltd AFSL478937. Tony Richard-Preston, ASIC Number 392984 of Killara Wealth, is authorised to provide financial services.

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