Live Well Financial Planning

03/09/2025

How much money do you actually need to live comfortably in retirement? The answer might be different than you think.

The ASFA Retirement Standard provides a great benchmark, suggesting a couple now needs around $73,875 per year for a 'comfortable' lifestyle. But your ideal retirement is personal. Our new blog post explores the key questions you need to answer about your housing, lifestyle goals, and potential Centrelink support to find the right number for you. 🏡✈️

Ready to build a plan with clarity and confidence? Read the full article on our website to learn more: https://www.livewellfinancialplanning.com.au/blog/howmuchtoretire

Hashtags:

"How much do I need to retire?" is one of the most common questions we hear from our retirement planning clients. The truth is, there's no single magic number that works for everyone. While we can look at industry averages, your ideal retirement figure is as unique as your fingerprints.

02/10/2024

"That's the key isn't it, not having to worry"
Good quality Financial Planning is about providing Peace of Mind.
There is some good advice in this interview from Sunrise

12/09/2024

Do you know the four main types of personal insurance?☔

Having a protection portfolio that meets your family's needs is crucial. Whether it's life, disability, or Income, there are options available to help you prepare for the unexpected.

Don't let the fear of the unknown leave you vulnerable. Take control of your future by ensuring you have the right protection in place.

09/09/2024

What's your preference for living well? 🤔

At the end of the day, we all want to live our best lives. But what does that mean for you? Whatever it is, we want to know!

Share in the comments below what your preference is for living well.

13/04/2023

It's not just about your "Retirement Age".

If you're considering accessing your super or applying for the Aged Pension, you'll need to know your Preservation Age and Qualifying Age. Read why they're important, and how you can find out yours.

26/10/2022

Jim Chalmers has released his first Budget.

Here is our overview of the key measures.

For the second time in 2022, the government of the day has delivered a Federal Budget. Last night’s Budget was the first delivered by the new Labor government that was elected in May 2022. Given the present state of the economy post-COVID, a worsening economic position due to inflation and increa

18/05/2022

It has been tough few months on markets both here and overseas.

16/04/2022

Especially at Easter, it's important to remember not to put all your eggs in one basket!!

Happy Easter from us all at Live Well Financial Planning.

11/04/2022

Markets generally do not like uncertainty and that is what an election can bring. But ultimately, what difference does the government make, over the long term?

Vanguard Australia put together a great chart each year that shows various markets over time. One variable they add is who is in power (both in Australia and the US).

You can see that more important than timing the political party, is time in the investment!