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Episode 130: Guiding the ‘Sandwich Generation - 50’s & 60’s

The Sandwich Generation refers to those in their 50's and 60's who are 'sandwiched' between their young adult children on one side and their ageing parents on the other.

Just when they thought life might have been getting easier, they find themselves with a lot to think about - including their own retirement!

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Episode 129: Retirement & Ethical Investing

"I am interested in Ethical Investing but it's too late for me".

As a financial adviser, I have heard this comment made many times. As you approach retirement you might wonder if its a reckless move to realign your investment values in the latter stages of your working career (or perhaps even once retired).

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Episode 51: Death, Super and creating Certainty

Most of us have Superannuation. In fact for many it is one of our largest liquid assets.

But how is this asset paid out when you die?

Have you even made a nomination with your fund and is it valid?

Peter Treseder is the Education Manager with one of Australia's largest super funds - Australian Super.

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