The ‘Your Guide To’ Series For Retirement Planning
The ‘Your Guide To’ Series For Retirement Planning Guide 1: Salary Sacrifice 1. Your Guide to Salary Sacrifice Guide 2: Transition to Retirement 2. Your Guide to Transition To Retirement Read more…
Author Archives: David Reed
Retirement Advice Newsletter Archive – 2013
You are welcome to browse our historical archive of newsletters by clicking on the header above.
Retirement Advice Newsletter Archive – 2012
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: Reed Financial_Newsletter_October_2012
Retirement Advice Newsletter Archive – 2011
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin – June 2011 REED Financial Bulletin – July Read more…
Retirement Advice Newsletter Archive – 2010
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_December 2010 REED Financial Bulletin_November 2010 REED Financial Bulletin_October Read more…
Retirement Advice Newsletter Archive – 2009
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_December 2009 REED Financial Bulletin_November 2009 REED Financial Bulletin_October Read more…
Retirement Advice Newsletter Archive – 2008
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_September 2008 REED Financial Bulletin_August 2008 REED Financial Bulletin_July Read more…
Retirement Advice Newsletter Archives – 2007
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_December 2007 REED Financial Bulletin_November 2007 REED Financial Bulletin_October Read more…
Retirement Advice Newsletter Archives – 2006
You are welcome to browse our historical archive of newsletters. We have sorted them into calender years for convenience: REED Financial Bulletin_November 2006 REED Financial Bulletin_December 2006
Retirement Related Calculators – Website Links
Below are links to websites that may be useful for example Superannuation Retirement Calculators, Income Tax Calculators and Savings Website Tools: Transition To Retirement Calculator Retirement Savings Calculator Income Tax Read more…
Retirement Research – Website Links
The following academic research papers may be of interest for your retirement and investing education: Retirement Focused The Retirement Quiz – What We Need To Enjoy a Successful Retirement How Read more…
Learning – Educational Website Links For Investing
Our approach to investing is reliant upon an academic, evidence-based approach. Below are a number of website links that you may find useful to understand our philosophy:- Dimensional Funds Investing Read more…
Federal Budget 2015 – Retirees Summary
The Federal Budget was handed down and a number of key changes have been made for Retirees. The key points of interest for Retirees include the following: * Wealthier retirees Read more…
The Power of Markets: Evidence Based Investing
For our superannuation and pension portfolios, our philosophy is utilise an evidence-based philosophy when investing. This includes the Stockmarkets. There is a lot of hysteria and media hype about how Read more…
Retirement Success
Retirement specialist, Dr Richard Johnson, summarises that retirement success is reliant upon more than a financial calculator alone. We adopt a similar philosophy with our retirement advice service. In this Read more…
TRAC Staff Christmas Party 2014
In December, the TRAC team had an eventful staff Christmas party as we toured the Surry Hills and Moore Park area. The video highlights some of our light hearted activities for Read more…
Millennium3 – Innovation Award for The Retirement Advice Centre
In April 2015, our dealer group, Millennium3 Financial Services held their Australian conference. Millennium3 is one of the largest adviser groups in the country and over 300 people were in attendance for Read more…
Modern Estate Planning
Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the Read more…
Do It Yourself Investing
In today’s digital age, gaining access to information is easy. As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone Read more…
