Blog


Retiring Right: how to navigate life after leaving the workforce

Retirement is referred to as the golden years, most of look forward to the day when we can hang up our work boots but for some people it can be Read more…




Downsizing Dilemma: Should you stay or go?

When you hit retirement and the kids have long flown the nest, many people consider moving to a smaller home, it’s a pretty big decision and you don’t want to Read more…




A new approach | FS Advice Cover Story

Kerry Sydee speaks with our very own David Reed in the cover story of the latest edition of FS Advice (Volume 11, Issue 02). Read what David has to say about the Read more…




TRAC Clients feature in magazine The Really Simple Guide to Money

In recent months a number of our clients were contacted by the journalist from The Really Simple Guide to Money. The feature of the magazine was exploring financial issues at Read more…




David Reed Wins 2016 Global Financial Planning Award

We are very proud to advise that our own David Reed has been formally announced as the winner of the 2016 Global Financial Planning Award (European Region which includes Australia, New Zealand and Russia). Read more…




Aged Care – Costs, Considerations and Concerns

Choosing how you age is not just about accommodation for you or your family. Aged Care brings up many questions such as Costs, Considerations and Concerns. There are also a Read more…




David Reed in line-up for top Global Financial Planning Award 2016

We are proud to announce that on the 22nd June 2016, David Reed was nominated as a Finalist in the Global Financial Planning Awards. The awards span across across three regions Read more…




Six tips for the end of the financial year

June 30 is around the corner, which means it’s time to start thinking about your tax return. Read on to discover six tips for the end of the financial year and how Read more…




Planning for your Retirement : Reduce your worries

Planning for your Retirement early means you are in a better place to enjoy what really matters and reduce your worries. Read this guide to find out how –   Entering Read more…




Re-Nesting the Egg – Australian Over 50’s Living and Lifestyle Guide

David Reed Australian Financial Adviser of the Year 2015 shares his thoughts on “Re-Nesting the Egg” with Australian Over 50’s Living and Lifestyle Magazine. David outlines important factors people should Read more…




Federal Budget – The Impact for Families and Wealth Accumulators

We have summarised the key features of the 2016-2017 Federal Budget for Families and Wealth Accumulators. Please click here to read more > Budget – Families & Wealth Accumulators If Read more…




Federal Budget 2016 – The Impact for Retirees and Pre-Retirees

We have summarised the key features of the Federal Budget 2016 – The Impact for Retirees and Pre-Retirees to review. Please click here to read more > Pre and Post Read more…




David Reed “Most Recommended Financial Adviser 2015”

David Reed awarded “Most Recommended Financial Adviser 2015”  BOOK YOUR FREE APPOINTMENT HERE On 12 April 2016  in Melbourne the Beddoes Institute announced the 2015 winners and finalists of its Read more…




David Reed talks Retirement with 2GB’s Chris Smith

David Reed talks Retirement Planning with 2GB’s Chris Smith David suggests “Know what you are retiring to not just what you are retiring from”. Did you know – “The suicide Read more…




The average retiree spends 43.5 hours per week watching television

The average retiree spends 43.5 hours per week watching television. (Age Wave, 2012) Identify your values in life and discuss with others how your vision of retirement should be. Pleasure Read more…




The Paradox of Leisure – A retirement that totally consists of leisure must be a good thing.

The Paradox of Leisure – A retirement that totally consists of leisure must be a good thing. Psychologist Barry La Valley highlights an important perspective on this myth: “We like Read more…




You need to make a “new normal” to enjoy ageing

George Vaillant conducted years of research from the Grant Study that launched in 1939 to identify that in his work ‘Ageing Well’, he wrote “…it is social aptitude, not intellectual Read more…




David Reed 2015 AFA Advisor of the Year presents at The Zurich ‘Blueprints for the Future’ Roadshow.

David Reed 2015 AFA Advisor of the Year presents at The Zurich ‘Blueprints for the Future’ Roadshow. Recently David was fortunate to be invited to present at the Zurich “Blueprints Read more…




How to keep your brain active

Neuroscience has proven that your brain is a muscle (Manin, Hong and Clark, 2013) Just like any muscle, if it’s not active it can atrophy and wither. The well known Read more…




Should you sell your family home when entering an Aged Care facility?

Should you sell your family home when entering an Aged Care facility? If you are part of the ‘sandwich generation’, ie. caring for your own kids and parents at the Read more…




Retirement is one of the top 10 most stressful life events

Retirement is one of the top 10 most stressful life events. (The Holmes-Rahe Life Stress inventory, The American Institute of Stress) When you are contemplating retirement, it is recommended that Read more…




The Next Phase Of Life – Retirement – Change how you feel

Changing The Way You Feel About This Next Phase Of Life – Retirement One of my goals is to consider retirement from the standpoint of how people feel about their Read more…




Focus upon retirement with Purpose and Meaning.

Successful Retirees are those that focus upon retirement with Purpose and Meaning. Those who succeed in retirement are those who obviously know what they are retiring from, but more importantly Read more…




50 years since Decimal Currency was introduced!

It’s funny looking back at major changes in life and remembering all the anxiety, opposition and upheaval that came with them. It’s hard to believe that it’s been 50 years since Read more…




How Do You Know When You Are Ready For Retirement?

How Do You Know When You Are Ready For Retirement? What does a successful retirement look like to you?   The most common questions that I get asked are: – Do Read more…




2015 – AFA Adviser Of The Year Finalists Video

David has been nominated as a finalist for the AFA Adviser of the Year for 2015. This prestigious award will be hosted at the AFA Conference in Cairns on 27th Read more…




Retirement Advice Newsletters – 2015

Our 2015 series of newsletters can be viewed online by clicking on the Newsletter Header above and then the PDF below.   October 2015 – The Retirement Advice Centre Newsletter Read more…




Retirement Advice Newsletters – 2014

Our archive of newsletters for 2014 can be viewed by clicking on the Newsletter header above.




Retirement Advice Glossary

Click on the following link to give you access to a quick reference guide to a range of superannuation and financial terminology. This Retirement Advice Glossary has been produced to Read more…




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…




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…