by sue | Apr 5, 2018 | Uncategorized
We are very sorry to hear of your partner’s death. Unfortunately, when someone dies, a lot of work is required to finalise the estate matters. One important matter is to ascertain if there are any Superannuation policies in the name of the deceased and if so,...
by sue | Mar 13, 2018 | Financial Advice, Uncategorized |
Money can be a source of great strain within families, on many fronts. From simple disagreements about how money is handled, that can be worked through with goodwill on both sides, to bullying and abuse. I have seen cases where the wife was minutely scrutinised for...
by sue | Mar 5, 2018 | Estate Planning, Retirement, Superannuation, Uncategorized |
The question from Maggie of Doncaster was an interesting one this week – “Should I leave money to my kids?” Now I can hear some of you out there in social media land screaming at the screen SKI, SKI (Spend the Kids Inheritance) and others of you screaming YES, YES,...
by sue | Dec 11, 2017 | Credit Cards, Debt, Financial Planning, Uncategorized |
Dear Aunt Sue I want to cancel my credit cards, but the banks keep talking me into keeping them… I have 3 cards and one is out of control because I’m barely keeping up with the minimum payments…Help! Julia – Bridport Hi Juliana, yes there certainly is more to...
by sue | Nov 23, 2016 | Budgeting, Financial Planning, Saving, Uncategorized |
Dear Aunt Sue My household bills and paperwork filing is a mess and I am so stressed with it. Can you please give me some tips on how to organise this part of my life more effectively? Isabella, Box Hill Dear Isabella Thank you for writing in! I know this feeling of...
by webadmin | May 3, 2016 | Uncategorized |
Dear Aunt Sue, I am 53 years old, I have hardly any super. Why didn’t they teach me all those years ago that I had to save for my own retirement? Gabby, Nth Ringwood Dear Gabby, You are not alone. There are many people facing that same situation. For many of us, our...
