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  • Home
  • Our Philosophy
    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
    • Still working hard
    • Approaching Retirement
    • Already Retired
  • Meet Our Team
    • Helen Stevenson
    • Ben Stevenson
    • Brenda Taylor
  • Our Charities
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  • Library
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    • Our Licensee
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How to avoid isolation and stay safe in retirement

Posted at 14 Feb 2018 in General Interest by Strategic Retirement Solutions

It’s a common enough scenario facing many older Australians: you find yourself living alone, due to divorce or the death of a partner, and the kids have moved away – often interstate or overseas – leaving you with no close family nearby. If this describes...

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6 tips for managing money and memory loss

Posted at 14 Feb 2018 in General Interest by Strategic Retirement Solutions

Memory loss in your later years can be difficult, emotionally as well as financially. That's why having a conversation with your loved ones, or devising a plan early on, could broaden your options and at the same time, help ensure your wishes are met should...

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New legislation aims to benefit first home buyers and downsizers

Posted at 14 Feb 2018 in General Interest, Superannuation by Strategic Retirement Solutions

Government proposals around improving housing affordability in Australia were passed through parliament on 7 December 20171. See what the new rules could mean for you. As part of the changes: first home buyers will be given a tax concession through the ability to save for a...

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The pullback in shares – seven reasons not to be too concerned

Posted at 14 Feb 2018 in Economic Updates by Strategic Retirement Solutions

The recent share pullback has seen much coverage and generated much concern. This is understandable given the rapid falls in share markets seen on some days. Considerations for investors Sharp market falls with talk of billions of dollars being wiped off shares are stressful for investors as...

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MARKET AND ECONOMIC OVERVIEW – February 2018

Posted at 14 Feb 2018 in Economic Updates by Strategic Retirement Solutions

Australia Employment continued to rise in December, with a further 34,700 jobs being created. In 2017 as a whole, more than 400,000 new jobs were created in Australia, providing a significant boost to the economy. Consumer confidence has risen to its highest level in more...

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Correction time for Shares?

Posted at 08 Feb 2018 in Economic Updates by Strategic Retirement Solutions

Key points: The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most share markets...

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Recent Posts
  • Spouse super contributions – what are the benefits?
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