Category Archives: Retirement

Government confirms transfer of retirement benefits between Australia and NZ

Under new legislation passed by Parliament, Australians and New Zealanders who move across the Tasman will now be able to consolidate retirement savings in their new country of residence. The change is set to benefit many Australians and New Zealanders in the future; more than 50,000 Kiwis moved to Australia and around 14,000 Aussies relocated […]

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How to ensure your kids don’t spoil your retirement plans.

How to ensure your kids don’t spoil your retirement plans. It is important you make sure your children have enough insurance as you approach retirement. Why is this important? In the event your children die, suffer a permanent disability or become traumatically ill, you can be certain your grandchildren receive financial support; and You can […]

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How much do I need to retire?

According to research organisation Investment Trends, on average people expect they will need $56,000 each year in retirement. This is fine you might say, but to me this statistic is pointless in isolation. We need to know more. We need to know what actually is the average income in retirement.

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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.