A huge barrier to people getting ahead with their money is financial literacy – in other words the understanding of concepts, investments and strategies. By nature, people are less inclined to do something if they don’t understand it. When it…
We’re big believers that people should take the initiative to learn and educate themselves about financial matters. In fact we speak with many people about general financial concepts all the time – at no cost to them except their time….
The word “retirement” conjures up many images. While most baby boomers might be dreaming of more time on the golf course or booking a cruise, you might be thinking about buying a business. Crazy? Maybe not. Seniors bring life experience…
Australian retirees are facing a ‘double whammy’ when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other hand, record low interest rates have slashed the returns…
Recently, Mat from Five Sources, a good friend of Steve May Financial Services, brought to my attention a publication by the Australian Human Rights Commission entitled “Your Rights at Retirement”. As a financial planner I often talk with people about…
