Articles

Realise Your Dream

The Realise Your Dream blogs are written by Peter Kelly and Mark Teale.

Peter provides technical advice to financial advisers and accountants on superannuation, retirement planning and estate planning. He also has extensive knowledge in all aspects of self-managed superannuation funds and is a regular presenter at conferences, seminars and workshops. He is Manager; Technical Advice with Centrepoint Alliance Limited.

Mark has a great deal of experience, having worked for the Department of Social Security and Centrelink as a Financial Information Service Officer and Regional Manager for close to 25 years and for the last 15 years, he has worked for Centrepoint Alliance as Research, Paraplanning and Product Manager. He now works alongside PK as a Manager; Technical Advice part of the Centrepoint Technical team.

Naturally, his specialties lay in the areas of Aged Care, Centrelink and Veteran's Affairs and pushing people to realise that you are never too old to set yourself a challenge yourself.

O'Donnell Kerr Financial Planners
  • 03 July, 2019

Is it possible to achieve a comfortable retirement lifestyle?

On many occasions in the past we have written about aspiring to enjoy a comfortable retirement lifestyle and perhaps, at the start of a new financial year, this is a topic worth revisiting. As we have mentioned in the past, when speaking about the costs of a comfortable lifestyle, we...

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O'Donnell Kerr Financial Planners
  • 25 June, 2019

The End of Financial Year is Coming Fast

This year, the last day of the financial year will be next Sunday. Just how quickly has the last year gone? Some of the notable events of the year included: Malcolm Turnbull replaced by Scott Morrison as Prime Minister A Royal Commission into Aged Care Quality and Safety was announced...

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O'Donnell Kerr Financial Planners
  • 19 June, 2019

Retirement - exciting and a little scary?

In a couple of months, I will turn 63, a year closer to my retirement. The realisation that I am closer to my retirement is very exciting.  The thought of being able to start to live my actual retirement plans is quietly intoxicating.  To this end over the last 10...

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O'Donnell Kerr Financial Planners
  • 12 June, 2019

What is it like to live in poverty?

I have been putting off writing this blog for a while but somehow, I feel there is a story here that needs to be told. I recently heard of a lady in her late 50’s saying how hard it is to survive on social security benefits. In this case, the...

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O'Donnell Kerr Financial Planners
  • 05 June, 2019

Powers of Attorney – A quick lesson and overview

A power of attorney is a formal document giving another person the authority to make personal and/or financial decisions on your behalf. There are two types of powers of attorney General power of attorney Enduring power of attorney The main difference between the two is that an enduring power of...

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O'Donnell Kerr Financial Planners
  • 29 May, 2019

Winter – colder and darker – a blessing?

For some people Winter can come as a relief after a long and hot summer – not me. I am not saying I don’t enjoy the change in season. I am just not a fan of the downside to winter – the fall in temperature and the fact that the...

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