Effective management of your financial situation demands basing decisions that impact your future on knowledge acquired from reviewing your past.
FINANCIAL WELLNESS
People often make mistakes managing money, sometimes without even realising it. It is crucial to recognise mistakes (especially financial ones) as early as possible, rectify and learn from them.
There is more to life than money, but money can certainly make life more comfortable. As the time you have left in the workforce reduces, the importance of the decisions you make relative to your investment strategies increases.
Transition to Retirement (TTR) provides individuals aged 60 and over the flexibility to access a portion of their superannuation as an income stream while still working.