pre-retirees

Financial planning

‘Asset rich, cash poor’ retirees sitting on $1.3tn in property

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...

Financial planning

Pre-retirees with advisers are happier

Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...

Superannuation

High allocations to growth not a ‘poor strategy’ for pre-retirees

Super members approaching retirement still experience improved outcomes from high allocations to growth assets, according to a report....

Features

Weaving the web of aged care

It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...

Financial planning

Pre-retirees the ‘sandwich generation’

Pre-retiree working Australians aged 50 and over were the ‘sandwich generation’ who had to provide financial assistance to both their ageing parents and their children....

Financial planning

Advice failures deter retirees

Retirees and pre-retirees continued to hesitate from seeking financial advice due to advice and product failures of the past despite the need for professional financial g...