Aged care specialist and OBT Wealth Advisor Bruno Tjelder explains why aged care planning is important and how it can benefit you and your loved ones.
For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. However, there are a range of financial, emotional and psychological fears that are often linked to retirement – and for good reason.
The 2020 Budget is all about jobs, jobs and spending to make more jobs. We already have JobSeeker and JobKeeper, and now we have JobMaker and JobTrainer.
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Read why this year’s Federal Budget is an ‘election budget’ with future tax cuts for all Australians, especially low and middle income earners. Overall, there were minimal changes to super proposed in the Budget, with minor changes to super contributions for older Australians.
Redefining risk for income investors An equity-based investment fund that aims to deliver dependable income is likely to deviate significantly from the Australian share market index. It requires an active approach to manage a set of very different risks. For a typical return-seeking equity fund… Read More >>
Having been based in Brisbane his whole life, Bruno is welcoming a change and brings a solid reputation for putting clients first, going out of his way to understand their needs, having great industry knowledge and taking the time to make sure his advice makes sense.
A topic that is currently being debated is the claim that the first person to live to 150 years of age has already been born. This “alternative fact” is, by its very nature, unprovable. Scientific studies can estimate the life expectancy of babies born today,… Read More >>
Whether you’re considering options for yourself, or deciding how best to help someone close to you, a transition into aged care is an emotional and life changing process. It’s a daunting move for anyone to make. On top of trying to figure out where to… Read More >>
Many of us save and plan for retirement, with our main focus on ensuring we have enough money to live the type of lifestyle that we want. Although this is an important aspect of planning ahead, another key consideration is planning where we will live… Read More >>